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 | $279,272 | -4.6% | 1,120 | 0.0% | 0.19% | -0.5% |
| Q2 2023 | $292,858 | +4.5% | 1,120 | 0.0% | 0.19% | +0.5% |
| Q1 2023 | $280,179 | +3.4% | 1,120 | 0.0% | 0.19% | +0.5% |
| Q4 2022 | $270,917 | +10.1% | 1,120 | 0.0% | 0.18% | +2.2% |
| Q3 2022 | $246,000 | -2.8% | 1,120 | 0.0% | 0.18% | +1.1% |
| Q2 2022 | $253,000 | -15.9% | 1,120 | 0.0% | 0.18% | -8.7% |
| Q1 2022 | $301,000 | -10.1% | 1,120 | -7.1% | 0.20% | -9.7% |
| Q4 2021 | $335,000 | +5.7% | 1,205 | 0.0% | 0.22% | -3.1% |
| Q3 2021 | $317,000 | -2.2% | 1,205 | 0.0% | 0.22% | -1.3% |
| Q2 2021 | $324,000 | +3.2% | 1,205 | 0.0% | 0.23% | -5.4% |
| Q1 2021 | $314,000 | +13.4% | 1,205 | 0.0% | 0.24% | +8.1% |
| Q4 2020 | $277,000 | +24.2% | 1,205 | 0.0% | 0.22% | +13.8% |
| Q3 2020 | $223,000 | -5.1% | 1,205 | -8.7% | 0.20% | -10.6% |
| Q2 2020 | $235,000 | +16.3% | 1,320 | -6.0% | 0.22% | +0.9% |
| Q1 2020 | $202,000 | -33.6% | 1,405 | -4.9% | 0.22% | -23.7% |
| Q4 2019 | $304,000 | – | 1,477 | – | 0.28% | – |
Download | ||||||
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% |