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 | $22,691 | -25.8% | 91 | -22.2% | 0.00% | -33.3% |
| Q2 2023 | $30,593 | +12541.7% | 117 | +11600.0% | 0.01% | – |
| Q4 2022 | $242 | -99.7% | 1 | -99.8% | 0.00% | -100.0% |
| Q3 2022 | $91,000 | -13.3% | 417 | -10.3% | 0.04% | -12.0% |
| Q2 2022 | $105,000 | -6.2% | 465 | +11.5% | 0.05% | +4.2% |
| Q1 2022 | $112,000 | -5.1% | 417 | 0.0% | 0.05% | +4.3% |
| Q4 2021 | $118,000 | +7.3% | 417 | 0.0% | 0.05% | -29.2% |
| Q3 2021 | $110,000 | +1000.0% | 417 | +672.2% | 0.06% | +712.5% |
| Q2 2020 | $10,000 | +25.0% | 54 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -87.1% | 54 | -82.0% | 0.01% | -80.5% |
| Q4 2019 | $62,000 | – | 300 | – | 0.04% | – |
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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% |