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 | $548,892 | -2.7% | 2,201 | +2.0% | 0.18% | -1.1% |
Q2 2023 | $564,350 | +0.9% | 2,158 | -3.4% | 0.19% | -8.3% |
Q1 2023 | $559,177 | +25.7% | 2,235 | +10.2% | 0.20% | -2.9% |
Q4 2022 | $444,932 | -0.0% | 2,029 | 0.0% | 0.21% | +0.5% |
Q3 2022 | $445,000 | +1.6% | 2,029 | +6.2% | 0.21% | -11.8% |
Q2 2022 | $438,000 | +23.4% | 1,910 | +44.4% | 0.24% | +34.7% |
Q1 2022 | $355,000 | +17.5% | 1,323 | +24.0% | 0.18% | +16.6% |
Q4 2021 | $302,000 | +10.6% | 1,067 | +2.7% | 0.15% | -1.9% |
Q3 2021 | $273,000 | -2.5% | 1,039 | 0.0% | 0.15% | -1.3% |
Q2 2021 | $280,000 | -7.0% | 1,039 | -10.3% | 0.16% | -21.2% |
Q1 2021 | $301,000 | +11.1% | 1,158 | -1.6% | 0.20% | -2.0% |
Q4 2020 | $271,000 | +1.5% | 1,177 | -22.7% | 0.20% | -34.0% |
Q2 2020 | $267,000 | +13.1% | 1,522 | -6.2% | 0.31% | +26.4% |
Q1 2020 | $236,000 | -29.3% | 1,622 | 0.0% | 0.24% | -22.7% |
Q4 2019 | $334,000 | – | 1,622 | – | 0.31% | – |
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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% |