ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,760 | -4.6% | 1,086 | 0.0% | 0.07% | +12.7% |
| Q2 2023 | $283,932 | +4.6% | 1,086 | +0.1% | 0.06% | -4.5% |
| Q1 2023 | $271,471 | +93189.0% | 1,085 | -9.7% | 0.07% | -10.8% |
| Q4 2022 | $291 | -99.9% | 1,202 | +0.2% | 0.07% | +4.2% |
| Q3 2022 | $263,000 | -33.9% | 1,200 | -19.1% | 0.07% | -17.4% |
| Q1 2022 | $398,000 | -8.7% | 1,483 | -10.4% | 0.09% | -11.3% |
| Q3 2021 | $436,000 | -2.0% | 1,656 | 0.0% | 0.10% | +3.2% |
| Q2 2021 | $445,000 | +3.5% | 1,656 | +0.2% | 0.09% | -5.1% |
| Q1 2021 | $430,000 | +0.5% | 1,653 | -11.2% | 0.10% | -2.9% |
| Q4 2020 | $428,000 | -15.6% | 1,862 | -31.9% | 0.10% | -22.1% |
| Q3 2020 | $507,000 | +3.9% | 2,736 | -0.3% | 0.13% | 0.0% |
| Q2 2020 | $488,000 | +10.4% | 2,745 | -10.6% | 0.13% | -7.7% |
| Q1 2020 | $442,000 | -69.0% | 3,072 | -55.7% | 0.14% | -59.7% |
| Q4 2019 | $1,426,000 | – | 6,930 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |