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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,305 | -99.9% | 9,531 | +0.3% | 0.61% | +4.5% |
| Q3 2022 | $2,084,000 | -1.1% | 9,506 | +2.0% | 0.58% | +6.6% |
| Q2 2022 | $2,108,000 | -16.8% | 9,318 | -1.4% | 0.54% | -38.7% |
| Q1 2022 | $2,535,000 | -2.7% | 9,448 | +2.6% | 0.89% | +47.2% |
| Q4 2021 | $2,606,000 | +0.2% | 9,205 | -6.9% | 0.60% | -10.1% |
| Q3 2021 | $2,600,000 | -0.5% | 9,884 | +1.7% | 0.67% | -2.2% |
| Q2 2021 | $2,612,000 | -13.8% | 9,718 | -16.5% | 0.69% | -14.9% |
| Q1 2021 | $3,030,000 | +20.3% | 11,638 | +6.2% | 0.81% | +5.5% |
| Q4 2020 | $2,518,000 | +18.4% | 10,956 | -4.6% | 0.76% | -12.3% |
| Q3 2020 | $2,127,000 | -2.5% | 11,479 | -6.4% | 0.87% | -13.9% |
| Q2 2020 | $2,181,000 | +146.7% | 12,266 | +99.6% | 1.01% | +58.5% |
| Q1 2020 | $884,000 | – | 6,146 | – | 0.64% | – |
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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% |