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 | $307,922 | +11.5% | 1,235 | +17.0% | 0.05% | +1.9% |
Q2 2023 | $276,096 | +14.0% | 1,056 | +9.1% | 0.05% | -5.4% |
Q1 2023 | $242,189 | +4.4% | 968 | -8.6% | 0.06% | -12.5% |
Q3 2022 | $232,000 | -1.7% | 1,059 | +1.4% | 0.06% | -3.0% |
Q2 2022 | $236,000 | -9.6% | 1,044 | +7.4% | 0.07% | -9.6% |
Q1 2022 | $261,000 | -26.3% | 972 | -22.3% | 0.07% | -27.0% |
Q4 2021 | $354,000 | +30.1% | 1,251 | +21.0% | 0.10% | +16.3% |
Q3 2021 | $272,000 | +205.6% | 1,034 | +166.5% | 0.09% | +160.6% |
Q4 2020 | $89,000 | – | 388 | – | 0.03% | – |
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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% |