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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $840,277 | -3.7% | 3,214 | -1.0% | 0.32% | -3.9% |
| Q2 2021 | $873,000 | +3.3% | 3,248 | 0.0% | 0.33% | -1.5% |
| Q1 2021 | $845,000 | +13.3% | 3,248 | 0.0% | 0.34% | +10.9% |
| Q4 2020 | $746,000 | -94.3% | 3,248 | -95.4% | 0.30% | -94.1% |
| Q3 2020 | $13,160,000 | +4.6% | 71,015 | +0.4% | 5.15% | -9.8% |
| Q2 2020 | $12,576,000 | +34.5% | 70,721 | +8.8% | 5.71% | +18.1% |
| Q1 2020 | $9,351,000 | -30.1% | 65,001 | 0.0% | 4.84% | -20.3% |
| Q4 2019 | $13,379,000 | – | 65,001 | – | 6.07% | – |
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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% |