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 | $2,011 | -99.0% | 8,069 | +993.4% | 0.50% | +626.1% |
| Q3 2021 | $194,000 | -2.0% | 738 | +0.3% | 0.07% | -10.4% |
| Q2 2021 | $198,000 | +34.7% | 736 | +18.7% | 0.08% | +6.9% |
| Q1 2021 | $147,000 | 0.0% | 620 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $147,000 | -13.0% | 620 | -32.0% | 0.07% | -28.0% |
| Q3 2020 | $169,000 | +5.6% | 912 | +1.3% | 0.10% | -11.5% |
| Q2 2020 | $160,000 | +33.3% | 900 | +7.8% | 0.11% | +7.6% |
| Q1 2020 | $120,000 | -80.6% | 835 | -72.3% | 0.10% | -78.5% |
| Q4 2019 | $620,000 | +68.9% | 3,011 | +58.5% | 0.49% | +40.9% |
| Q3 2019 | $367,000 | -1.9% | 1,900 | -1.4% | 0.35% | +5.8% |
| Q2 2019 | $374,000 | +20.6% | 1,927 | +17.4% | 0.33% | +40.8% |
| Q1 2019 | $310,000 | -11.9% | 1,641 | -22.8% | 0.23% | -11.1% |
| Q4 2018 | $352,000 | – | 2,125 | – | 0.26% | – |
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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% |