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 | $782,959 | -9.1% | 3,140 | -4.7% | 0.01% | -7.7% |
| Q2 2023 | $861,315 | +6.0% | 3,294 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $812,270 | +3.4% | 3,247 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $785,417 | +10.3% | 3,247 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $712,000 | -9.3% | 3,247 | -6.4% | 0.01% | -7.7% |
| Q2 2022 | $785,000 | -14.8% | 3,468 | +1.1% | 0.01% | 0.0% |
| Q1 2022 | $921,000 | -5.1% | 3,431 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $971,000 | +15.0% | 3,431 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $844,000 | -11.1% | 3,210 | -9.1% | 0.01% | -7.7% |
| Q2 2021 | $949,000 | -16.5% | 3,531 | -19.2% | 0.01% | -27.8% |
| Q1 2021 | $1,137,000 | +9.0% | 4,369 | -3.7% | 0.02% | +5.9% |
| Q4 2020 | $1,043,000 | +16.8% | 4,536 | -5.9% | 0.02% | 0.0% |
| Q3 2020 | $893,000 | -17.5% | 4,820 | -20.8% | 0.02% | -22.7% |
| Q2 2020 | $1,082,000 | +19.2% | 6,087 | -3.5% | 0.02% | -8.3% |
| Q1 2020 | $908,000 | -2.7% | 6,311 | +39.2% | 0.02% | +33.3% |
| Q4 2019 | $933,000 | +4.2% | 4,533 | -2.1% | 0.02% | 0.0% |
| Q3 2019 | $895,000 | – | 4,629 | – | 0.02% | – |
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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% |