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 | $382,665 | -8.0% | 1,535 | -3.5% | 0.17% | +1.8% |
| Q2 2023 | $415,925 | +104.3% | 1,591 | +94.0% | 0.16% | +60.8% |
| Q1 2023 | $203,552 | -47.9% | 820 | -49.2% | 0.10% | -43.0% |
| Q4 2022 | $390,568 | +6.7% | 1,615 | -3.4% | 0.18% | -3.8% |
| Q3 2022 | $366,000 | -4.4% | 1,671 | -1.2% | 0.19% | -4.1% |
| Q2 2022 | $383,000 | -16.0% | 1,691 | -0.6% | 0.19% | -4.4% |
| Q1 2022 | $456,000 | -7.7% | 1,701 | -2.6% | 0.20% | +2.0% |
| Q4 2021 | $494,000 | +6.9% | 1,747 | -0.6% | 0.20% | -7.9% |
| Q3 2021 | $462,000 | +1.3% | 1,757 | +3.0% | 0.22% | +4.3% |
| Q2 2021 | $456,000 | -22.6% | 1,706 | -21.8% | 0.21% | -28.6% |
| Q1 2021 | $589,000 | +14.4% | 2,181 | -2.5% | 0.29% | -0.3% |
| Q4 2020 | $515,000 | -9.3% | 2,236 | -22.7% | 0.29% | -14.2% |
| Q3 2020 | $568,000 | – | 2,894 | – | 0.34% | – |
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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% |