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 | $503,936 | +59.9% | 2,021 | +67.7% | 0.41% | +67.6% |
Q2 2023 | $315,084 | +4.5% | 1,205 | 0.0% | 0.25% | -0.8% |
Q1 2023 | $301,443 | -4.5% | 1,205 | -7.7% | 0.25% | -5.3% |
Q4 2022 | $315,666 | +7.4% | 1,305 | -2.7% | 0.26% | -4.0% |
Q3 2022 | $294,000 | -13.0% | 1,341 | -10.1% | 0.27% | -6.2% |
Q2 2022 | $338,000 | -25.7% | 1,491 | -12.1% | 0.29% | -15.1% |
Q1 2022 | $455,000 | -8.3% | 1,696 | -3.3% | 0.34% | -7.0% |
Q4 2021 | $496,000 | – | 1,753 | – | 0.37% | – |
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% |