ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $703,915 | -4.6% | 2,823 | 0.0% | 0.55% | -1.8% |
| Q2 2023 | $738,158 | +4.5% | 2,823 | 0.0% | 0.56% | -1.1% |
| Q1 2023 | $706,202 | +2.9% | 2,823 | -0.5% | 0.56% | -0.9% |
| Q4 2022 | $686,000 | +98.3% | 2,836 | +79.9% | 0.57% | +69.6% |
| Q3 2022 | $346,000 | -3.1% | 1,576 | 0.0% | 0.34% | +4.0% |
| Q2 2022 | $357,000 | -19.8% | 1,576 | -5.0% | 0.32% | -13.4% |
| Q1 2022 | $445,000 | -5.3% | 1,659 | 0.0% | 0.37% | -0.8% |
| Q4 2021 | $470,000 | +20.2% | 1,659 | +11.6% | 0.38% | +13.6% |
| Q3 2021 | $391,000 | -31.6% | 1,486 | -30.1% | 0.33% | -31.5% |
| Q2 2021 | $572,000 | -2.9% | 2,127 | -6.0% | 0.48% | -8.7% |
| Q1 2021 | $589,000 | -81.8% | 2,262 | -84.0% | 0.53% | -80.9% |
| Q4 2020 | $3,241,000 | – | 14,101 | – | 2.77% | – |
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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% |