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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $223 | -99.9% | 852 | -23.5% | 0.05% | -21.0% |
| Q2 2021 | $290,000 | +1605.9% | 1,114 | +820.7% | 0.06% | +416.7% |
| Q1 2016 | $17,000 | +6.2% | 121 | 0.0% | 0.01% | +9.1% |
| Q4 2015 | $16,000 | 0.0% | 121 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $16,000 | -11.1% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $18,000 | 0.0% | 121 | 0.0% | 0.01% | -8.3% |
| Q1 2015 | $18,000 | -66.7% | 121 | -67.4% | 0.01% | -67.6% |
| Q4 2014 | $54,000 | +1.9% | 371 | 0.0% | 0.04% | +5.7% |
| Q3 2014 | $53,000 | 0.0% | 371 | 0.0% | 0.04% | +9.4% |
| Q2 2014 | $53,000 | +6.0% | 371 | 0.0% | 0.03% | -8.6% |
| Q1 2014 | $50,000 | +212.5% | 371 | +206.6% | 0.04% | +218.2% |
| Q4 2013 | $16,000 | – | 121 | – | 0.01% | – |
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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% |