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 | $247,353 | -5.5% | 991 | -0.9% | 0.05% | -11.3% |
| Q2 2023 | $261,736 | +1.8% | 1,000 | +10.1% | 0.05% | -55.5% |
| Q4 2021 | $257,000 | -31.8% | 908 | -36.6% | 0.12% | -39.6% |
| Q3 2021 | $377,000 | -8.3% | 1,433 | -6.2% | 0.20% | -11.3% |
| Q2 2021 | $411,000 | +16.8% | 1,528 | +13.1% | 0.22% | +13.3% |
| Q1 2021 | $352,000 | +11.7% | 1,351 | -1.5% | 0.20% | -7.1% |
| Q4 2020 | $315,000 | +12.9% | 1,371 | -8.9% | 0.21% | -9.4% |
| Q3 2020 | $279,000 | -14.7% | 1,505 | -18.1% | 0.23% | -19.9% |
| Q2 2020 | $327,000 | – | 1,838 | – | 0.29% | – |
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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% |