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 | $420,204 | -4.6% | 1,685 | 0.0% | 0.28% | -0.7% |
| Q2 2023 | $440,645 | -71.5% | 1,685 | -72.7% | 0.28% | -72.3% |
| Q1 2023 | $1,545,322 | +2.1% | 6,177 | -1.3% | 1.01% | -1.9% |
| Q4 2022 | $1,513,556 | +20.3% | 6,257 | +9.1% | 1.03% | +6.1% |
| Q3 2022 | $1,258,000 | -3.4% | 5,737 | -0.3% | 0.97% | +2.7% |
| Q2 2022 | $1,302,000 | -19.8% | 5,754 | -4.9% | 0.95% | -8.9% |
| Q1 2022 | $1,624,000 | -6.5% | 6,052 | -1.3% | 1.04% | -9.3% |
| Q4 2021 | $1,736,000 | +14.6% | 6,133 | +6.5% | 1.14% | +4.9% |
| Q3 2021 | $1,515,000 | +5.7% | 5,757 | +8.0% | 1.09% | +3.1% |
| Q2 2021 | $1,433,000 | +10.7% | 5,332 | +7.3% | 1.06% | -10.1% |
| Q1 2021 | $1,294,000 | – | 4,970 | – | 1.18% | – |
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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% |