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 2023 | $595,448 | -20.1% | 2,388 | -16.2% | 0.26% | -9.9% |
| Q2 2023 | $745,583 | +16.7% | 2,851 | +11.7% | 0.29% | +8.1% |
| Q1 2023 | $638,750 | +6.1% | 2,553 | +2.6% | 0.27% | -3.6% |
| Q4 2022 | $602,144 | +14.3% | 2,489 | +3.5% | 0.28% | -1.1% |
| Q3 2022 | $527,000 | +1.5% | 2,405 | +4.8% | 0.28% | +6.4% |
| Q2 2022 | $519,000 | -3.9% | 2,294 | +14.1% | 0.27% | -15.6% |
| Q1 2022 | $540,000 | +2.7% | 2,011 | +8.3% | 0.32% | +20.7% |
| Q4 2021 | $526,000 | +21.2% | 1,857 | +12.6% | 0.26% | +7.4% |
| Q3 2021 | $434,000 | +13.9% | 1,649 | +16.5% | 0.24% | +25.3% |
| Q2 2021 | $381,000 | -3.8% | 1,416 | -7.0% | 0.19% | -19.5% |
| Q1 2021 | $396,000 | -25.4% | 1,522 | -34.1% | 0.24% | -23.0% |
| Q4 2020 | $531,000 | +42.4% | 2,309 | +14.7% | 0.31% | +28.8% |
| Q3 2020 | $373,000 | -6.0% | 2,013 | -9.8% | 0.24% | -10.7% |
| Q2 2020 | $397,000 | +36.9% | 2,231 | +10.7% | 0.27% | +21.4% |
| Q1 2020 | $290,000 | -21.4% | 2,015 | +12.3% | 0.22% | -8.9% |
| Q4 2019 | $369,000 | +72.4% | 1,794 | +61.9% | 0.25% | +30.2% |
| Q3 2019 | $214,000 | – | 1,108 | – | 0.19% | – |
Download | ||||||
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% |