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 | $851,055 | +0.1% | 3,413 | +5.0% | 0.69% | +5.3% |
| Q2 2023 | $850,357 | +7.2% | 3,252 | +2.6% | 0.66% | +2.0% |
| Q1 2023 | $793,209 | +5.2% | 3,171 | +1.7% | 0.64% | -0.5% |
| Q4 2022 | $754,200 | -8.2% | 3,118 | -16.8% | 0.65% | -2.0% |
| Q3 2022 | $822,000 | -4.0% | 3,747 | -1.0% | 0.66% | +5.6% |
| Q2 2022 | $856,000 | -14.2% | 3,784 | +1.8% | 0.62% | -6.6% |
| Q1 2022 | $998,000 | +0.7% | 3,718 | +6.2% | 0.67% | +4.5% |
| Q4 2021 | $991,000 | +7.3% | 3,500 | -0.3% | 0.64% | -1.7% |
| Q3 2021 | $924,000 | -4.8% | 3,512 | -2.8% | 0.65% | -6.1% |
| Q2 2021 | $971,000 | +13.7% | 3,612 | +10.0% | 0.69% | +3.9% |
| Q1 2021 | $854,000 | +19.1% | 3,283 | +5.3% | 0.67% | +10.2% |
| Q4 2020 | $717,000 | – | 3,119 | – | 0.60% | – |
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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% |