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 | $1,377,592 | -8.1% | 5,525 | -3.7% | 0.16% | -4.6% |
Q2 2023 | $1,499,669 | +5.4% | 5,735 | +0.8% | 0.17% | 0.0% |
Q1 2023 | $1,423,236 | +3.2% | 5,689 | -0.3% | 0.17% | 0.0% |
Q4 2022 | $1,379,755 | +10.8% | 5,704 | +0.4% | 0.17% | 0.0% |
Q3 2022 | $1,245,000 | -2.0% | 5,680 | +1.1% | 0.17% | -39.7% |
Q2 2022 | $1,270,000 | -15.4% | 5,616 | +0.3% | 0.29% | +60.3% |
Q1 2022 | $1,502,000 | -6.0% | 5,598 | -0.8% | 0.18% | -6.8% |
Q4 2021 | $1,598,000 | +9.5% | 5,645 | +1.7% | 0.19% | -1.5% |
Q3 2021 | $1,460,000 | -1.1% | 5,548 | +1.0% | 0.20% | -40.0% |
Q2 2021 | $1,476,000 | +16.4% | 5,491 | -0.5% | 0.32% | -1.2% |
Q4 2020 | $1,268,000 | +24.7% | 5,517 | +0.5% | 0.33% | +3.8% |
Q3 2020 | $1,017,000 | -1.7% | 5,487 | -5.7% | 0.32% | -11.7% |
Q2 2020 | $1,035,000 | +25.2% | 5,821 | +1.2% | 0.36% | +0.6% |
Q1 2020 | $827,000 | -30.5% | 5,751 | -0.6% | 0.36% | -17.4% |
Q4 2019 | $1,190,000 | – | 5,783 | – | 0.43% | – |
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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% |