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 | $561,466 | -6.4% | 2,252 | -1.8% | 0.07% | -1.5% |
| Q2 2023 | $599,762 | +4.5% | 2,294 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $573,797 | -0.2% | 2,294 | -3.5% | 0.07% | -6.9% |
| Q4 2022 | $575,146 | +10.4% | 2,378 | +0.0% | 0.07% | +1.4% |
| Q3 2022 | $521,000 | +0.4% | 2,377 | +3.5% | 0.07% | +7.6% |
| Q2 2022 | $519,000 | -20.4% | 2,297 | -5.6% | 0.07% | -12.0% |
| Q1 2022 | $652,000 | -4.4% | 2,432 | +0.9% | 0.08% | +1.4% |
| Q4 2021 | $682,000 | +6.1% | 2,411 | -1.4% | 0.07% | -1.3% |
| Q3 2021 | $643,000 | +0.2% | 2,444 | +2.2% | 0.08% | 0.0% |
| Q2 2021 | $642,000 | +791.7% | 2,392 | +447.4% | 0.08% | +368.8% |
| Q4 2018 | $72,000 | – | 437 | – | 0.02% | – |
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% |