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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,428,606 | +103.8% | 5,703 | +103.5% | 0.08% | -64.3% |
| Q1 2023 | $701,042 | -11.8% | 2,802 | -14.7% | 0.23% | -3.0% |
| Q4 2022 | $794,864 | +20.1% | 3,286 | +8.9% | 0.23% | -25.5% |
| Q3 2022 | $662,000 | -65.5% | 3,017 | -64.4% | 0.31% | -56.4% |
| Q2 2022 | $1,919,000 | +139.3% | 8,483 | +183.8% | 0.72% | +138.0% |
| Q1 2022 | $802,000 | -5.2% | 2,989 | 0.0% | 0.30% | +17.9% |
| Q4 2021 | $846,000 | +7.6% | 2,989 | +0.0% | 0.26% | +8.0% |
| Q3 2021 | $786,000 | -3.3% | 2,988 | -1.3% | 0.24% | -5.6% |
| Q2 2021 | $813,000 | +73.7% | 3,027 | +68.2% | 0.25% | +66.9% |
| Q1 2021 | $468,000 | +20.3% | 1,800 | +6.2% | 0.15% | +4.1% |
| Q4 2020 | $389,000 | – | 1,695 | – | 0.14% | – |
Download | ||||||
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% |