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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,101 | +44.5% | 1,500 | +51.5% | 0.13% | +65.8% |
| Q2 2023 | $258,945 | +10.0% | 990 | +5.2% | 0.08% | +55.1% |
| Q1 2023 | $235,401 | +3.0% | 941 | -0.4% | 0.05% | -31.0% |
| Q4 2022 | $228,586 | +10.4% | 945 | 0.0% | 0.07% | -4.1% |
| Q3 2022 | $207,000 | -27.9% | 945 | -6.9% | 0.07% | +100.0% |
| Q4 2021 | $287,000 | +7.5% | 1,015 | 0.0% | 0.04% | +37.0% |
| Q3 2021 | $267,000 | -2.2% | 1,015 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $273,000 | +7.5% | 1,015 | +4.1% | 0.03% | +22.7% |
| Q1 2021 | $254,000 | – | 975 | – | 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% |