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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,366,721 | +20.0% | 22,972 | +8.0% | 7.56% | -23.5% |
| Q3 2023 | $5,305,419 | +132535.5% | 21,277 | +101219.0% | 9.89% | +89800.0% |
| Q2 2022 | $4,000 | -73.3% | 21 | -62.5% | 0.01% | -21.4% |
| Q1 2022 | $15,000 | -99.8% | 56 | -99.8% | 0.01% | -99.7% |
| Q4 2021 | $6,578,000 | -14.4% | 23,238 | -20.5% | 4.62% | -6.2% |
| Q3 2021 | $7,687,000 | +2.7% | 29,221 | +4.9% | 4.93% | -2.0% |
| Q2 2021 | $7,485,000 | +5.0% | 27,856 | +1.7% | 5.03% | -9.9% |
| Q1 2021 | $7,128,000 | +66.2% | 27,388 | +46.7% | 5.58% | +69.8% |
| Q4 2020 | $4,289,000 | – | 18,665 | – | 3.28% | – |
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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% |