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 | $3,367,223 | -4.2% | 13,504 | +0.4% | 0.97% | -3.0% |
| Q2 2023 | $3,515,861 | +4.5% | 13,446 | 0.0% | 1.00% | -1.9% |
| Q1 2023 | $3,363,652 | +3.4% | 13,446 | 0.0% | 1.02% | -3.1% |
| Q4 2022 | $3,252,453 | +15.1% | 13,446 | +4.3% | 1.05% | +1.6% |
| Q3 2022 | $2,826,000 | -4.3% | 12,889 | -1.2% | 1.04% | -3.3% |
| Q2 2022 | $2,952,000 | -16.5% | 13,049 | -0.9% | 1.07% | -6.7% |
| Q1 2022 | $3,534,000 | -4.3% | 13,168 | +0.9% | 1.15% | +0.1% |
| Q4 2021 | $3,694,000 | +7.6% | 13,049 | 0.0% | 1.15% | +0.7% |
| Q3 2021 | $3,433,000 | -2.1% | 13,049 | 0.0% | 1.14% | -3.1% |
| Q2 2021 | $3,507,000 | -1.5% | 13,049 | -4.6% | 1.18% | -9.7% |
| Q1 2021 | $3,559,000 | +12.1% | 13,675 | -1.0% | 1.30% | +5.5% |
| Q4 2020 | $3,174,000 | – | 13,812 | – | 1.23% | – |
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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% |