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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,355 | +40.9% | 1,199 | +57.3% | 0.05% | +65.6% |
| Q4 2021 | $216,000 | -37.2% | 762 | -41.7% | 0.03% | -41.8% |
| Q3 2021 | $344,000 | -1.4% | 1,307 | +0.5% | 0.06% | +1.9% |
| Q2 2021 | $349,000 | -7.2% | 1,300 | -20.6% | 0.05% | -25.0% |
| Q4 2020 | $376,000 | +26.2% | 1,637 | -2.6% | 0.07% | -6.5% |
| Q2 2020 | $298,000 | +1.7% | 1,681 | +17.7% | 0.08% | -33.0% |
| Q4 2019 | $293,000 | -50.7% | 1,428 | -51.8% | 0.12% | -60.1% |
| Q3 2019 | $594,000 | -8.6% | 2,965 | -11.5% | 0.29% | +3.6% |
| Q2 2019 | $650,000 | – | 3,350 | – | 0.28% | – |
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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% |