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 | $723,637 | -7.4% | 2,989 | 0.0% | 0.42% | -2.1% |
| Q2 2023 | $781,564 | +1.7% | 2,989 | -2.7% | 0.43% | -1.1% |
| Q1 2023 | $768,492 | -22.8% | 3,072 | -25.4% | 0.44% | -31.6% |
| Q4 2022 | $995,861 | -7.9% | 4,117 | -16.5% | 0.64% | -24.9% |
| Q3 2022 | $1,081,000 | -7.1% | 4,930 | -4.2% | 0.85% | -10.2% |
| Q2 2022 | $1,164,000 | -20.4% | 5,145 | -5.6% | 0.94% | -18.1% |
| Q1 2022 | $1,462,000 | -24.5% | 5,450 | -19.8% | 1.15% | -23.4% |
| Q4 2021 | $1,936,000 | – | 6,793 | – | 1.50% | – |
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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% |