ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,615 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,137,029 | -4.1% | 104,821 | +0.6% | 5.15% | -5.2% |
| Q2 2023 | $27,251,361 | +5.6% | 104,220 | +1.1% | 5.43% | -3.1% |
| Q1 2023 | $25,797,530 | +5.6% | 103,124 | +2.1% | 5.60% | -0.7% |
| Q4 2022 | $24,440,159 | +16.5% | 101,038 | +5.6% | 5.64% | +4.5% |
| Q3 2022 | $20,977,000 | +3.2% | 95,672 | +6.5% | 5.40% | +4.4% |
| Q2 2022 | $20,326,000 | -12.1% | 89,847 | +4.3% | 5.17% | -7.5% |
| Q1 2022 | $23,116,000 | -2.8% | 86,145 | +2.5% | 5.59% | +12.8% |
| Q4 2021 | $23,780,000 | +17.6% | 84,006 | +9.3% | 4.95% | +3.2% |
| Q3 2021 | $20,218,000 | +3.1% | 76,854 | +5.4% | 4.80% | -28.6% |
| Q2 2021 | $19,602,000 | +10.6% | 72,943 | +7.1% | 6.72% | +3.7% |
| Q1 2021 | $17,722,000 | +16.8% | 68,087 | +3.1% | 6.48% | -7.0% |
| Q4 2020 | $15,171,000 | – | 66,011 | – | 6.97% | – |
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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% |