ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $184,000 | -12.8% | 651 | -36.5% | 0.03% | -40.9% |
| Q4 2019 | $211,000 | -3.7% | 1,025 | -8.9% | 0.04% | -6.4% |
| Q2 2019 | $219,000 | +1.9% | 1,125 | -0.9% | 0.05% | 0.0% |
| Q1 2019 | $215,000 | +0.9% | 1,135 | -11.7% | 0.05% | -16.1% |
| Q4 2018 | $213,000 | -40.7% | 1,285 | -28.0% | 0.06% | -47.2% |
| Q3 2018 | $359,000 | +3.2% | 1,785 | 0.0% | 0.11% | -7.8% |
| Q2 2018 | $348,000 | -50.7% | 1,785 | -52.6% | 0.12% | -54.7% |
| Q1 2018 | $706,000 | -64.7% | 3,765 | -64.3% | 0.25% | -62.9% |
| Q4 2017 | $2,000,000 | +8.6% | 10,539 | +2.4% | 0.68% | +10.0% |
| Q3 2017 | $1,841,000 | +8.1% | 10,290 | +5.1% | 0.62% | +9.3% |
| Q2 2017 | $1,703,000 | – | 9,790 | – | 0.57% | – |
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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% |