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 | $380,808 | -40.2% | 1,456 | -42.8% | 0.09% | -41.5% |
| Q1 2023 | $637,193 | -28.5% | 2,547 | -30.9% | 0.16% | -40.2% |
| Q4 2022 | $891,145 | +21.2% | 3,684 | +9.8% | 0.27% | -30.7% |
| Q3 2022 | $735,000 | -32.8% | 3,354 | -30.5% | 0.38% | -3.8% |
| Q2 2022 | $1,093,000 | +42.1% | 4,829 | +68.4% | 0.40% | +33.0% |
| Q1 2022 | $769,000 | -7.9% | 2,867 | -2.7% | 0.30% | -8.0% |
| Q4 2021 | $835,000 | – | 2,948 | – | 0.33% | – |
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% |