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 2022 | $17,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -15.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | -9.1% | 76 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $20,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +100.0% | 76 | +90.0% | 0.00% | – |
| Q1 2021 | $10,000 | +42.9% | 40 | +21.2% | 0.00% | – |
| Q3 2018 | $7,000 | -41.7% | 33 | -47.6% | 0.00% | -100.0% |
| Q2 2018 | $12,000 | -96.1% | 63 | -96.9% | 0.00% | -93.3% |
| Q2 2015 | $304,000 | +2663.6% | 2,030 | +2800.0% | 0.02% | +1400.0% |
| Q1 2015 | $11,000 | -99.9% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $10,136,000 | – | 70 | – | 0.00% | – |
Download | ||||||
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% |