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 | $626,230 | -4.6% | 2,511 | 0.0% | 0.31% | -2.8% |
Q2 2023 | $656,694 | +3.9% | 2,511 | -0.6% | 0.32% | -9.0% |
Q1 2023 | $631,983 | -1.3% | 2,526 | -4.6% | 0.35% | -11.5% |
Q4 2022 | $640,317 | +3.9% | 2,647 | -5.8% | 0.40% | -8.5% |
Q3 2022 | $616,000 | -4.3% | 2,810 | -1.3% | 0.44% | -14.0% |
Q2 2022 | $644,000 | -18.9% | 2,846 | -3.8% | 0.51% | -8.3% |
Q1 2022 | $794,000 | -70.2% | 2,958 | -68.6% | 0.55% | -73.4% |
Q4 2021 | $2,666,000 | – | 9,419 | – | 2.08% | – |
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% |