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 | $745,110 | -4.0% | 2,988 | +0.6% | 0.53% | -0.9% |
| Q2 2023 | $776,388 | -1.0% | 2,969 | -5.3% | 0.54% | -4.8% |
| Q1 2023 | $784,552 | +1.5% | 3,136 | -1.8% | 0.57% | -2.2% |
| Q4 2022 | $772,737 | -6.8% | 3,195 | -15.5% | 0.58% | -15.5% |
| Q3 2022 | $829,000 | -13.6% | 3,782 | -10.8% | 0.68% | -22.2% |
| Q2 2022 | $959,000 | -68.4% | 4,238 | -62.5% | 0.88% | +28.8% |
| Q1 2022 | $3,036,000 | +51.8% | 11,315 | +60.2% | 0.68% | +22.4% |
| Q4 2021 | $2,000,000 | +22.9% | 7,065 | +14.2% | 0.56% | +8.5% |
| Q3 2021 | $1,627,000 | +114.9% | 6,186 | +119.7% | 0.52% | -8.2% |
| Q2 2021 | $757,000 | -13.4% | 2,816 | -17.6% | 0.56% | -21.6% |
| Q1 2021 | $874,000 | +11.1% | 3,416 | -0.2% | 0.72% | +2.7% |
| Q4 2020 | $787,000 | – | 3,423 | – | 0.70% | – |
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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% |