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 | $214,441 | -4.6% | 860 | 0.0% | 0.05% | -3.7% |
Q2 2023 | $224,873 | +4.5% | 860 | 0.0% | 0.05% | -8.5% |
Q1 2023 | $215,138 | +3.4% | 860 | 0.0% | 0.06% | -9.2% |
Q4 2022 | $208,025 | -41.1% | 860 | -44.9% | 0.06% | -51.9% |
Q2 2022 | $353,145 | -15.7% | 1,561 | 0.0% | 0.14% | +0.7% |
Q1 2022 | $418,879 | -5.2% | 1,561 | 0.0% | 0.13% | -9.5% |
Q4 2021 | $441,888 | +38.0% | 1,561 | +28.3% | 0.15% | +19.4% |
Q3 2021 | $320,156 | -2.1% | 1,217 | 0.0% | 0.12% | -3.1% |
Q2 2021 | $327,044 | +3.2% | 1,217 | 0.0% | 0.13% | -8.6% |
Q1 2021 | $316,761 | +13.2% | 1,217 | 0.0% | 0.14% | +10.2% |
Q4 2020 | $279,703 | – | 1,217 | – | 0.13% | – |
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% |