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 | $186,054 | -20.4% | 746,153 | -16.6% | 2.59% | -22.4% |
| Q2 2023 | $233,805 | +4.5% | 894,162 | 0.0% | 3.33% | -3.3% |
| Q1 2023 | $223,684 | +3.4% | 894,162 | 0.0% | 3.45% | -1.2% |
| Q4 2022 | $216,289 | -99.9% | 894,162 | 0.0% | 3.49% | -0.2% |
| Q3 2022 | $196,054,000 | -3.1% | 894,162 | 0.0% | 3.50% | -6.2% |
| Q2 2022 | $202,286,000 | -15.7% | 894,162 | 0.0% | 3.73% | +0.6% |
| Q1 2022 | $239,939,000 | -5.2% | 894,162 | 0.0% | 3.71% | -8.6% |
| Q4 2021 | $253,119,000 | +8.0% | 894,162 | +0.4% | 4.06% | +3.7% |
| Q3 2021 | $234,390,000 | -50.0% | 890,980 | -48.9% | 3.92% | -38.3% |
| Q2 2021 | $468,392,000 | +3.5% | 1,742,986 | +0.3% | 6.35% | -16.3% |
| Q1 2021 | $452,426,000 | +1.5% | 1,738,231 | -10.4% | 7.58% | -12.7% |
| Q4 2020 | $445,633,000 | +2.9% | 1,938,968 | -17.0% | 8.69% | -16.5% |
| Q3 2020 | $432,875,000 | +4.9% | 2,335,953 | +0.6% | 10.40% | +0.9% |
| Q2 2020 | $412,790,000 | – | 2,321,389 | – | 10.32% | – |
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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% |