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 | $1,891,169 | +10.6% | 7,584 | +16.0% | 1.28% | +7.5% |
| Q2 2023 | $1,709,382 | +47.6% | 6,537 | +41.2% | 1.19% | +30.2% |
| Q1 2023 | $1,157,816 | +16.3% | 4,628 | +12.4% | 0.92% | +3.4% |
| Q4 2022 | $995,864 | +15.9% | 4,117 | +5.0% | 0.89% | +11.3% |
| Q3 2022 | $859,000 | +3.9% | 3,920 | +7.2% | 0.80% | +7.3% |
| Q2 2022 | $827,000 | -8.5% | 3,656 | +8.6% | 0.74% | -7.4% |
| Q1 2022 | $904,000 | +5.2% | 3,368 | +11.0% | 0.80% | +6.9% |
| Q4 2021 | $859,000 | +27.8% | 3,035 | +18.9% | 0.75% | +19.5% |
| Q3 2021 | $672,000 | -0.6% | 2,553 | +1.5% | 0.63% | -3.7% |
| Q2 2021 | $676,000 | +7.0% | 2,516 | +3.7% | 0.65% | -2.7% |
| Q1 2021 | $632,000 | +9.0% | 2,426 | -3.9% | 0.67% | +17.6% |
| Q4 2020 | $580,000 | – | 2,525 | – | 0.57% | – |
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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% |