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 | $1,154 | -11.0% | 4,693 | -1.9% | 0.56% | -6.0% |
| Q2 2023 | $1,297 | -99.9% | 4,783 | +6.9% | 0.60% | +8.1% |
| Q1 2023 | $1,119,790 | +6.6% | 4,476 | +3.1% | 0.55% | -2.5% |
| Q4 2022 | $1,050,237 | +34.0% | 4,342 | +21.4% | 0.57% | +16.2% |
| Q3 2022 | $784,000 | -14.0% | 3,577 | -11.3% | 0.49% | -10.4% |
| Q2 2022 | $912,000 | -18.6% | 4,033 | -3.3% | 0.55% | -6.5% |
| Q1 2022 | $1,120,000 | +8.1% | 4,172 | +14.0% | 0.58% | +11.2% |
| Q4 2021 | $1,036,000 | +32.8% | 3,661 | +23.5% | 0.52% | +17.7% |
| Q3 2021 | $780,000 | +9.2% | 2,964 | +11.5% | 0.45% | +6.2% |
| Q2 2021 | $714,000 | +63.8% | 2,658 | +58.7% | 0.42% | +47.4% |
| Q1 2021 | $436,000 | +2.6% | 1,675 | -9.5% | 0.28% | -14.4% |
| Q4 2020 | $425,000 | – | 1,851 | – | 0.33% | – |
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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% |