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 | $249,864 | -11.5% | 1,002 | -7.2% | 0.13% | -8.0% |
| Q2 2023 | $282,414 | +12.5% | 1,080 | +7.6% | 0.14% | +6.2% |
| Q1 2023 | $251,079 | +3.5% | 1,004 | +0.1% | 0.13% | -1.5% |
| Q4 2022 | $242,656 | -0.6% | 1,003 | -9.1% | 0.13% | -10.3% |
| Q3 2022 | $244,000 | -2.8% | 1,104 | -0.5% | 0.15% | +2.1% |
| Q2 2022 | $251,000 | -16.9% | 1,109 | +0.1% | 0.14% | -2.1% |
| Q1 2022 | $302,000 | -14.0% | 1,108 | -10.6% | 0.15% | -16.1% |
| Q4 2021 | $351,000 | +13.6% | 1,239 | +6.8% | 0.17% | +0.6% |
| Q3 2021 | $309,000 | +23.6% | 1,160 | +24.5% | 0.17% | +21.0% |
| Q2 2021 | $250,000 | -2.3% | 932 | 0.0% | 0.14% | +1.4% |
| Q1 2021 | $256,000 | +19.1% | 932 | -0.2% | 0.14% | +13.7% |
| Q4 2020 | $215,000 | – | 934 | – | 0.12% | – |
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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% |