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 | $448,830 | +34.6% | 1,800 | +41.2% | 0.58% | +26.1% |
| Q2 2023 | $333,387 | +4.5% | 1,275 | 0.0% | 0.46% | +6.9% |
| Q1 2023 | $318,954 | -1.4% | 1,275 | -4.6% | 0.43% | -6.3% |
| Q4 2022 | $323,407 | -2.9% | 1,337 | -12.1% | 0.46% | -8.5% |
| Q3 2022 | $333,000 | -3.2% | 1,521 | 0.0% | 0.50% | +1.0% |
| Q2 2022 | $344,000 | -12.2% | 1,521 | 0.0% | 0.50% | +6.6% |
| Q1 2022 | $392,000 | -17.3% | 1,521 | -9.2% | 0.47% | -13.9% |
| Q4 2021 | $474,000 | – | 1,676 | – | 0.54% | – |
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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% |