ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,465,903 | -3.8% | 5,879 | +0.9% | 0.14% | +1.5% |
| Q2 2023 | $1,524,139 | +18.9% | 5,829 | +13.8% | 0.13% | +11.7% |
| Q1 2023 | $1,281,821 | +9.6% | 5,124 | +6.0% | 0.12% | +3.4% |
| Q4 2022 | $1,169,538 | +17.5% | 4,835 | +6.5% | 0.12% | +6.4% |
| Q3 2022 | $995,000 | +56.0% | 4,540 | +61.0% | 0.11% | +65.2% |
| Q2 2022 | $638,000 | +148.2% | 2,820 | +194.7% | 0.07% | +200.0% |
| Q1 2022 | $257,000 | -41.9% | 957 | -38.7% | 0.02% | -40.5% |
| Q4 2021 | $442,000 | +10.2% | 1,562 | +2.5% | 0.04% | -2.6% |
| Q3 2021 | $401,000 | +1.3% | 1,524 | +3.3% | 0.04% | +22.6% |
| Q2 2021 | $396,000 | +2.9% | 1,475 | -0.3% | 0.03% | -20.5% |
| Q1 2021 | $385,000 | – | 1,480 | – | 0.04% | – |
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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% |