ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $412,000 | -1.7% | 1,454 | -8.8% | 0.05% | -13.3% |
| Q3 2021 | $419,000 | -53.8% | 1,594 | -52.7% | 0.06% | -54.2% |
| Q2 2021 | $906,000 | +3.2% | 3,373 | 0.0% | 0.13% | -3.7% |
| Q1 2021 | $878,000 | +13.3% | 3,373 | 0.0% | 0.14% | +6.2% |
| Q4 2020 | $775,000 | +20.2% | 3,373 | -3.2% | 0.13% | +9.4% |
| Q3 2020 | $645,000 | +2.5% | 3,483 | -1.5% | 0.12% | -4.1% |
| Q2 2020 | $629,000 | -4.6% | 3,536 | -22.9% | 0.12% | -21.8% |
| Q1 2020 | $659,000 | -30.1% | 4,585 | 0.0% | 0.16% | -11.9% |
| Q4 2019 | $943,000 | +4.2% | 4,585 | -2.2% | 0.18% | -1.7% |
| Q3 2019 | $905,000 | -0.5% | 4,686 | 0.0% | 0.18% | -0.6% |
| Q2 2019 | $910,000 | – | 4,686 | – | 0.18% | – |
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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% |