ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,783,000 | -3.1% | 12,693 | 0.0% | 0.57% | -21.1% |
| Q2 2022 | $2,872,000 | -20.5% | 12,693 | -0.5% | 0.72% | -3.8% |
| Q4 2021 | $3,612,000 | +7.6% | 12,759 | 0.0% | 0.74% | -7.8% |
| Q3 2021 | $3,357,000 | -2.1% | 12,759 | 0.0% | 0.81% | -1.1% |
| Q2 2021 | $3,429,000 | +2043.1% | 12,759 | +1411.7% | 0.82% | +1441.5% |
| Q1 2019 | $160,000 | +207.7% | 844 | +168.8% | 0.05% | +152.4% |
| Q4 2018 | $52,000 | -35.8% | 314 | -23.4% | 0.02% | -36.4% |
| Q3 2018 | $81,000 | -26.4% | 410 | -27.6% | 0.03% | -28.3% |
| Q2 2018 | $110,000 | -17.3% | 566 | -21.3% | 0.05% | -20.7% |
| Q1 2018 | $133,000 | +12.7% | 719 | +17.5% | 0.06% | +13.7% |
| Q4 2017 | $118,000 | -44.1% | 612 | -48.2% | 0.05% | -47.4% |
| Q3 2017 | $211,000 | +520.6% | 1,182 | +396.6% | 0.10% | +304.2% |
| Q4 2015 | $34,000 | +3.0% | 238 | 0.0% | 0.02% | -7.7% |
| Q3 2015 | $33,000 | – | 238 | – | 0.03% | – |
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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% |