ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,271,000 | +21.3% | 4,490 | +12.7% | 0.59% | +6.9% |
Q3 2021 | $1,048,000 | +1.6% | 3,983 | +3.7% | 0.55% | 0.0% |
Q2 2021 | $1,032,000 | +1.8% | 3,842 | -1.4% | 0.55% | -6.6% |
Q1 2021 | $1,014,000 | +18.0% | 3,898 | +4.3% | 0.59% | +4.4% |
Q4 2020 | $859,000 | +17.3% | 3,736 | -5.4% | 0.57% | +3.8% |
Q3 2020 | $732,000 | -7.9% | 3,949 | -11.7% | 0.55% | -16.4% |
Q2 2020 | $795,000 | +24.0% | 4,470 | +0.4% | 0.65% | +1.1% |
Q1 2020 | $641,000 | -36.0% | 4,454 | -8.4% | 0.65% | -20.6% |
Q4 2019 | $1,001,000 | – | 4,863 | – | 0.82% | – |
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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% |