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 | $429,509 | -7.0% | 1,723 | -2.4% | 0.15% | -5.1% |
| Q2 2023 | $461,647 | +0.3% | 1,766 | -4.0% | 0.16% | -13.8% |
| Q1 2023 | $460,173 | +6.0% | 1,840 | +2.4% | 0.18% | +8.4% |
| Q4 2022 | $434,317 | +8.2% | 1,796 | -2.0% | 0.17% | -15.2% |
| Q3 2022 | $401,578 | -1.8% | 1,832 | +1.3% | 0.20% | +5.3% |
| Q2 2022 | $408,914 | -16.2% | 1,808 | -0.6% | 0.19% | -7.9% |
| Q1 2022 | $487,980 | -6.2% | 1,819 | -1.1% | 0.20% | -4.7% |
| Q4 2021 | $520,447 | +9.5% | 1,839 | +1.7% | 0.21% | -2.3% |
| Q3 2021 | $475,503 | -3.0% | 1,808 | -0.9% | 0.22% | -5.6% |
| Q2 2021 | $490,033 | -3.4% | 1,824 | -6.5% | 0.23% | -19.8% |
| Q1 2021 | $507,419 | +13.9% | 1,950 | +0.6% | 0.29% | -4.0% |
| Q4 2020 | $445,529 | – | 1,939 | – | 0.30% | – |
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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% |