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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $22,264 | +3.4% | 89 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $21,528 | +2.5% | 89 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $21,000 | +5.0% | 89 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 89 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $24,000 | -66.2% | 89 | -64.5% | 0.01% | -65.7% |
| Q4 2021 | $71,000 | +7.6% | 251 | 0.0% | 0.04% | -18.6% |
| Q3 2021 | $66,000 | -1.5% | 251 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $67,000 | +3.1% | 251 | 0.0% | 0.04% | -17.0% |
| Q1 2021 | $65,000 | +6.6% | 251 | -6.0% | 0.05% | -7.0% |
| Q4 2020 | $61,000 | – | 267 | – | 0.06% | – |
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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% |