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 | $25,477,337 | -3.8% | 102,175 | +0.9% | 7.75% | +1.2% |
| Q2 2023 | $26,474,066 | +3.8% | 101,247 | -0.7% | 7.66% | +3.0% |
| Q1 2023 | $25,509,566 | +6.9% | 101,973 | +3.4% | 7.44% | +5.5% |
| Q4 2022 | $23,857,611 | +0.4% | 98,630 | -9.0% | 7.05% | -3.4% |
| Q3 2022 | $23,754,000 | +0.3% | 108,336 | +3.5% | 7.30% | +10.5% |
| Q2 2022 | $23,685,000 | -5.0% | 104,695 | +12.6% | 6.61% | +5.6% |
| Q1 2022 | $24,939,000 | +322.3% | 92,939 | +314.1% | 6.26% | +293.1% |
| Q3 2021 | $5,905,000 | – | 22,445 | – | 1.59% | – |
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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% |