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 | $258,327 | -73.3% | 1,036 | -72.0% | 0.12% | -71.0% |
| Q2 2023 | $967,214 | +4.5% | 3,699 | 0.0% | 0.42% | +5.2% |
| Q1 2023 | $925,342 | -8.5% | 3,699 | -11.5% | 0.40% | -7.4% |
| Q4 2022 | $1,010,859 | +9.5% | 4,179 | -0.7% | 0.44% | +4.8% |
| Q3 2022 | $923,000 | -28.4% | 4,209 | -26.1% | 0.42% | -22.1% |
| Q2 2022 | $1,289,000 | -14.9% | 5,699 | +1.0% | 0.53% | -3.1% |
| Q1 2022 | $1,514,000 | -5.3% | 5,644 | 0.0% | 0.55% | -9.8% |
| Q4 2021 | $1,598,000 | +7.3% | 5,644 | -0.3% | 0.61% | -4.4% |
| Q3 2021 | $1,489,000 | -2.1% | 5,662 | 0.0% | 0.64% | -1.5% |
| Q2 2021 | $1,521,000 | -1.4% | 5,662 | -4.4% | 0.65% | -8.5% |
| Q1 2021 | $1,542,000 | +10.1% | 5,925 | -2.7% | 0.71% | +7.3% |
| Q4 2020 | $1,400,000 | +22.8% | 6,091 | -1.0% | 0.66% | -3.6% |
| Q3 2020 | $1,140,000 | +4.2% | 6,154 | 0.0% | 0.68% | -5.5% |
| Q2 2020 | $1,094,000 | -70.7% | 6,154 | -76.3% | 0.72% | -73.9% |
| Q1 2020 | $3,730,000 | +6.6% | 25,929 | +52.5% | 2.78% | +0.3% |
| Q4 2019 | $3,500,000 | – | 17,002 | – | 2.77% | – |
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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% |