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 | $1,244,245 | +0.2% | 4,967 | +4.6% | 0.25% | 0.0% |
| Q2 2023 | $1,242,105 | +6.2% | 4,750 | +1.6% | 0.25% | -4.2% |
| Q1 2023 | $1,169,059 | -3.7% | 4,673 | -6.8% | 0.26% | -12.0% |
| Q4 2022 | $1,213,366 | +7.8% | 5,016 | -2.3% | 0.30% | -1.6% |
| Q3 2022 | $1,126,000 | -0.4% | 5,135 | +2.7% | 0.30% | +2.7% |
| Q2 2022 | $1,131,000 | -19.6% | 5,002 | -4.6% | 0.30% | -5.4% |
| Q1 2022 | $1,407,000 | -10.1% | 5,245 | -5.2% | 0.31% | -7.4% |
| Q4 2021 | $1,565,000 | +4.4% | 5,530 | -2.9% | 0.34% | -11.7% |
| Q3 2021 | $1,499,000 | -2.0% | 5,698 | +0.1% | 0.38% | -5.0% |
| Q2 2021 | $1,529,000 | -9.6% | 5,690 | -12.5% | 0.40% | -20.0% |
| Q1 2021 | $1,692,000 | +3.6% | 6,500 | -8.5% | 0.50% | -4.9% |
| Q4 2020 | $1,633,000 | – | 7,106 | – | 0.53% | – |
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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% |