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 2023 | $245,908 | +3.4% | 983 | 0.0% | 0.04% | -2.7% |
| Q4 2022 | $237,778 | -21.8% | 983 | -29.1% | 0.04% | -32.7% |
| Q3 2022 | $304,000 | -3.8% | 1,387 | -0.8% | 0.06% | 0.0% |
| Q2 2022 | $316,000 | -66.5% | 1,398 | -61.3% | 0.06% | -69.3% |
| Q1 2022 | $943,000 | +78.9% | 3,616 | +94.1% | 0.18% | +123.8% |
| Q4 2021 | $527,000 | -20.2% | 1,863 | -25.8% | 0.08% | -25.9% |
| Q3 2021 | $660,000 | -16.2% | 2,510 | -14.6% | 0.11% | -18.2% |
| Q2 2021 | $788,000 | -17.6% | 2,940 | -18.7% | 0.13% | -26.3% |
| Q1 2021 | $956,000 | -11.8% | 3,616 | -23.2% | 0.18% | -21.5% |
| Q4 2020 | $1,084,000 | – | 4,706 | – | 0.23% | – |
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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% |