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 | $3,257,971 | -32.9% | 13,066 | -29.6% | 2.42% | -15.5% |
| Q2 2023 | $4,854,130 | +8.2% | 18,564 | +3.6% | 2.86% | +0.5% |
| Q1 2023 | $4,484,487 | +105741.1% | 17,926 | +2.3% | 2.85% | +8.4% |
| Q4 2022 | $4,237 | -99.9% | 17,516 | +2.3% | 2.63% | +6.7% |
| Q3 2022 | $3,752,000 | +1.5% | 17,114 | +4.7% | 2.46% | +18.9% |
| Q2 2022 | $3,696,000 | -24.7% | 16,338 | -10.7% | 2.07% | -17.8% |
| Q1 2022 | $4,910,000 | -2.2% | 18,299 | +3.2% | 2.52% | -2.7% |
| Q4 2021 | $5,018,000 | – | 17,726 | – | 2.59% | – |
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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% |