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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,374,000 | -21.9% | 6,075 | -7.4% | 0.56% | -4.6% |
| Q1 2022 | $1,760,000 | -7.1% | 6,560 | -2.0% | 0.59% | +5.9% |
| Q4 2021 | $1,894,000 | -8.6% | 6,692 | -15.0% | 0.56% | -18.0% |
| Q3 2021 | $2,072,000 | -5.2% | 7,875 | -3.2% | 0.68% | -3.0% |
| Q2 2021 | $2,186,000 | +12.7% | 8,134 | -39.6% | 0.70% | -36.2% |
| Q1 2020 | $1,939,000 | -8.0% | 13,478 | +31.6% | 1.10% | -7.8% |
| Q4 2019 | $2,108,000 | +48.8% | 10,241 | +39.7% | 1.19% | +40.8% |
| Q3 2019 | $1,417,000 | +69.3% | 7,333 | +70.3% | 0.84% | +52.9% |
| Q2 2019 | $837,000 | +289.3% | 4,305 | +280.0% | 0.55% | +211.9% |
| Q1 2019 | $215,000 | – | 1,133 | – | 0.18% | – |
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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% |