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 | $466,035 | +0.8% | 1,869 | +5.7% | 0.38% | +4.4% |
| Q2 2023 | $462,297 | +1.3% | 1,768 | -3.1% | 0.36% | -4.9% |
| Q1 2023 | $456,292 | +1.5% | 1,824 | -1.8% | 0.38% | -5.2% |
| Q4 2022 | $449,432 | -1.4% | 1,858 | -10.6% | 0.40% | -7.1% |
| Q3 2022 | $456,000 | -12.5% | 2,079 | -9.8% | 0.44% | -15.2% |
| Q2 2022 | $521,000 | -17.7% | 2,305 | -2.2% | 0.51% | +3.8% |
| Q1 2022 | $633,000 | -13.0% | 2,358 | -8.3% | 0.50% | -16.9% |
| Q4 2021 | $728,000 | – | 2,571 | – | 0.60% | – |
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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% |