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 | $325,402 | -0.4% | 1,305 | +4.4% | 0.04% | +2.9% |
| Q2 2023 | $326,850 | +5.2% | 1,250 | +0.6% | 0.03% | -2.9% |
| Q1 2023 | $310,699 | -18.8% | 1,242 | -21.5% | 0.04% | -22.2% |
| Q4 2022 | $382,670 | +31.5% | 1,582 | +19.2% | 0.04% | +21.6% |
| Q3 2022 | $291,000 | +8.2% | 1,327 | +11.6% | 0.04% | +15.6% |
| Q2 2022 | $269,000 | -15.7% | 1,189 | -0.1% | 0.03% | -5.9% |
| Q1 2022 | $319,000 | -9.6% | 1,190 | -4.5% | 0.03% | -8.1% |
| Q4 2021 | $353,000 | +7.6% | 1,246 | +0.1% | 0.04% | 0.0% |
| Q3 2021 | $328,000 | +3.8% | 1,245 | +5.9% | 0.04% | 0.0% |
| Q2 2021 | $316,000 | +5.0% | 1,176 | +1.7% | 0.04% | +2.8% |
| Q1 2021 | $301,000 | +13.2% | 1,156 | -0.3% | 0.04% | +5.9% |
| Q4 2020 | $266,000 | – | 1,159 | – | 0.03% | – |
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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% |