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 | $1,094,896 | +47.5% | 4,391 | +54.7% | 0.03% | +42.1% |
| Q2 2023 | $742,342 | -8.5% | 2,839 | -12.5% | 0.02% | -13.6% |
| Q1 2023 | $811,269 | +128.5% | 3,243 | +106.7% | 0.02% | +37.5% |
| Q2 2022 | $355,000 | -62.8% | 1,569 | -56.8% | 0.02% | -78.9% |
| Q3 2021 | $955,000 | +111.8% | 3,632 | +109.6% | 0.08% | +85.4% |
| Q1 2021 | $451,000 | -83.8% | 1,733 | -88.5% | 0.04% | -77.1% |
| Q3 2020 | $2,786,000 | +34.8% | 15,032 | +29.4% | 0.18% | +25.2% |
| Q2 2020 | $2,066,000 | -42.2% | 11,621 | -53.3% | 0.14% | -45.0% |
| Q1 2020 | $3,576,000 | +701.8% | 24,860 | +1047.2% | 0.26% | +900.0% |
| Q4 2019 | $446,000 | +62.2% | 2,167 | +52.2% | 0.03% | +8.3% |
| Q3 2019 | $275,000 | – | 1,424 | – | 0.02% | – |
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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% |