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 | $1,168,870 | -52.7% | 4,688 | -49.3% | 3.54% | +21.1% |
| Q2 2023 | $2,468,832 | +124.3% | 9,249 | +110.2% | 2.92% | -6.2% |
| Q1 2023 | $1,100,594 | +1.4% | 4,400 | -2.0% | 3.12% | -7.8% |
| Q4 2022 | $1,085,704 | +9.2% | 4,488 | -1.0% | 3.38% | +13.7% |
| Q3 2022 | $994,000 | -3.7% | 4,535 | -0.6% | 2.97% | -1.4% |
| Q2 2022 | $1,032,000 | -16.0% | 4,563 | +5.1% | 3.02% | -6.3% |
| Q1 2022 | $1,229,000 | +1.7% | 4,343 | -3.6% | 3.22% | -0.1% |
| Q4 2021 | $1,209,000 | – | 4,507 | – | 3.22% | – |
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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% |