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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,012,386 | +4.5% | 3,872 | 0.0% | 0.54% | -0.9% |
Q1 2023 | $968,517 | -2.7% | 3,872 | -3.5% | 0.55% | -3.7% |
Q4 2022 | $995,805 | +2.9% | 4,014 | -3.2% | 0.57% | -3.7% |
Q3 2022 | $968,000 | -0.4% | 4,148 | -3.5% | 0.59% | +0.2% |
Q2 2022 | $972,000 | -41.9% | 4,297 | -31.1% | 0.59% | -33.9% |
Q1 2022 | $1,673,000 | -8.2% | 6,234 | -4.3% | 0.89% | -13.7% |
Q4 2021 | $1,823,000 | – | 6,513 | – | 1.03% | – |
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% |