ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,726 | -4.6% | 953 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $249,290 | +4.7% | 953 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $238,022 | +3.7% | 952 | +0.3% | 0.01% | -7.7% |
| Q4 2022 | $229,554 | +10.4% | 949 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $208,000 | -3.3% | 949 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $215,000 | -15.7% | 949 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $255,000 | -5.2% | 949 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $269,000 | +7.6% | 949 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $250,000 | -2.0% | 949 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $255,000 | +3.2% | 949 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $247,000 | +13.3% | 949 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $218,000 | – | 949 | – | 0.02% | – |
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% |