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 | $9,540,911 | -4.6% | 38,263 | 0.0% | 1.73% | -1.9% |
| Q2 2023 | $10,005,043 | +3.9% | 38,263 | -0.6% | 1.76% | +4.1% |
| Q1 2023 | $9,629,942 | +3.3% | 38,495 | -0.1% | 1.69% | -3.9% |
| Q4 2022 | $9,322,472 | +15.9% | 38,540 | +5.1% | 1.76% | -1.0% |
| Q3 2022 | $8,043,000 | -3.7% | 36,681 | -0.6% | 1.78% | -0.6% |
| Q2 2022 | $8,351,000 | -15.4% | 36,913 | +0.3% | 1.79% | -3.3% |
| Q1 2022 | $9,874,000 | -5.5% | 36,798 | -0.3% | 1.85% | +7.6% |
| Q4 2021 | $10,446,000 | +8.3% | 36,901 | +0.6% | 1.72% | +0.3% |
| Q3 2021 | $9,648,000 | -1.6% | 36,675 | +0.5% | 1.72% | -1.7% |
| Q2 2021 | $9,809,000 | +5.0% | 36,501 | +1.7% | 1.74% | -2.6% |
| Q1 2021 | $9,343,000 | +21.1% | 35,894 | +6.9% | 1.79% | +11.1% |
| Q4 2020 | $7,717,000 | +76.0% | 33,578 | +41.9% | 1.61% | +46.8% |
| Q3 2020 | $4,385,000 | -16.7% | 23,663 | -20.1% | 1.10% | -41.2% |
| Q2 2020 | $5,267,000 | +24.9% | 29,620 | +1.0% | 1.87% | -3.0% |
| Q1 2020 | $4,218,000 | -14.7% | 29,319 | +22.0% | 1.93% | +4.6% |
| Q4 2019 | $4,945,000 | +6.2% | 24,027 | -0.3% | 1.84% | -1.0% |
| Q3 2019 | $4,656,000 | -0.0% | 24,097 | +0.5% | 1.86% | +1.6% |
| Q2 2019 | $4,658,000 | +2.9% | 23,980 | +0.3% | 1.83% | +10.5% |
| Q1 2019 | $4,526,000 | +14.8% | 23,898 | +0.7% | 1.66% | +2.7% |
| Q4 2018 | $3,942,000 | – | 23,740 | – | 1.61% | – |
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% |