ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,341 | +668.0% | 13,400 | +644.4% | 0.01% | +500.0% |
| Q4 2022 | $435 | -100.0% | 1,800 | -73.1% | 0.00% | -50.0% |
| Q2 2022 | $1,516,000 | +82.2% | 6,700 | +116.1% | 0.00% | +100.0% |
| Q1 2022 | $832,000 | -79.2% | 3,100 | -79.2% | 0.00% | -80.0% |
| Q2 2021 | $4,004,000 | +1862.7% | 14,900 | +1254.5% | 0.01% | – |
| Q3 2020 | $204,000 | -92.1% | 1,100 | -92.4% | 0.00% | -100.0% |
| Q2 2020 | $2,578,000 | +298.5% | 14,500 | +222.2% | 0.00% | +100.0% |
| Q1 2020 | $647,000 | +51.5% | 4,500 | +104.5% | 0.00% | – |
| Q2 2019 | $427,000 | -68.3% | 2,200 | -67.2% | 0.00% | -100.0% |
| Q3 2018 | $1,349,000 | -49.8% | 6,700 | -51.4% | 0.00% | 0.0% |
| Q2 2018 | $2,688,000 | – | 13,800 | – | 0.00% | – |
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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% |