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 | $2,750,455 | -4.4% | 11,031 | +0.2% | 0.36% | -0.6% |
| Q2 2023 | $2,877,718 | +4.9% | 11,006 | +0.4% | 0.36% | -1.1% |
| Q1 2023 | $2,743,129 | +3.5% | 10,966 | +0.1% | 0.36% | -2.7% |
| Q4 2022 | $2,650,510 | +13.8% | 10,958 | +3.2% | 0.37% | -1.3% |
| Q3 2022 | $2,329,000 | -0.1% | 10,623 | +3.1% | 0.38% | +4.1% |
| Q2 2022 | $2,331,000 | -15.9% | 10,303 | -0.3% | 0.36% | -6.4% |
| Q1 2022 | $2,773,000 | +8.8% | 10,333 | +14.8% | 0.39% | +7.5% |
| Q4 2021 | $2,548,000 | +6.8% | 9,003 | -0.8% | 0.36% | -3.0% |
| Q3 2021 | $2,386,000 | -2.1% | 9,072 | 0.0% | 0.37% | -2.9% |
| Q2 2021 | $2,438,000 | +13.2% | 9,072 | +9.6% | 0.38% | +9.4% |
| Q1 2021 | $2,154,000 | +12.9% | 8,277 | -0.3% | 0.35% | +2.6% |
| Q4 2020 | $1,908,000 | +24.6% | 8,303 | +0.5% | 0.34% | +18.0% |
| Q3 2020 | $1,531,000 | +15.3% | 8,263 | +10.6% | 0.29% | +7.0% |
| Q2 2020 | $1,328,000 | – | 7,468 | – | 0.27% | – |
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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% |