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 | $31,956,794 | -2.4% | 128,160 | +2.4% | 18.00% | -0.6% |
Q2 2023 | $32,729,554 | +8.0% | 125,170 | +3.3% | 18.11% | +0.2% |
Q1 2023 | $30,310,613 | +5.4% | 121,165 | +1.9% | 18.07% | -2.5% |
Q4 2022 | $28,767,878 | +12.1% | 118,930 | +1.6% | 18.53% | -0.7% |
Q3 2022 | $25,662,000 | +0.4% | 117,037 | +3.6% | 18.65% | -0.7% |
Q2 2022 | $25,555,000 | -14.3% | 112,961 | +1.6% | 18.78% | -0.4% |
Q1 2022 | $29,835,000 | -4.8% | 111,184 | +0.4% | 18.85% | +0.9% |
Q4 2021 | $31,346,000 | +8.0% | 110,734 | +0.4% | 18.67% | -0.2% |
Q3 2021 | $29,026,000 | -1.5% | 110,337 | +0.6% | 18.71% | -3.6% |
Q2 2021 | $29,476,000 | +1.6% | 109,686 | +1.9% | 19.40% | -2.0% |
Q1 2021 | $29,000,000 | +10.5% | 107,659 | -0.8% | 19.80% | +1.0% |
Q4 2020 | $26,235,000 | – | 108,514 | – | 19.60% | – |
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% |