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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $805,000 | -36.8% | 3,000 | -33.3% | 2.17% | +101.8% |
| Q4 2021 | $1,274,000 | +6.9% | 4,500 | -0.7% | 1.08% | -0.6% |
| Q3 2021 | $1,192,000 | -7.7% | 4,533 | -5.6% | 1.08% | -8.1% |
| Q2 2021 | $1,291,000 | +3.3% | 4,803 | 0.0% | 1.18% | -1.2% |
| Q1 2021 | $1,250,000 | +13.3% | 4,803 | 0.0% | 1.19% | +10.8% |
| Q4 2020 | $1,103,000 | +23.9% | 4,803 | 0.0% | 1.08% | +16.9% |
| Q3 2020 | $890,000 | +3.4% | 4,803 | -0.9% | 0.92% | -7.8% |
| Q2 2020 | $861,000 | +199.0% | 4,847 | +142.0% | 1.00% | +165.7% |
| Q1 2020 | $288,000 | -65.0% | 2,003 | -50.0% | 0.38% | -54.9% |
| Q4 2019 | $823,000 | – | 4,003 | – | 0.83% | – |
Download | ||||||
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% |