ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,460,258 | -4.3% | 17,888 | +0.3% | 1.20% | -6.6% |
| Q2 2023 | $4,662,330 | +5.7% | 17,831 | +1.2% | 1.29% | -1.2% |
| Q1 2023 | $4,409,912 | +101957.7% | 17,628 | -1.3% | 1.30% | -9.1% |
| Q4 2022 | $4,321 | -99.9% | 17,862 | -1.1% | 1.43% | -14.4% |
| Q3 2022 | $3,959,000 | -2.9% | 18,056 | +0.2% | 1.68% | -13.7% |
| Q2 2022 | $4,077,000 | -18.0% | 18,021 | -2.7% | 1.94% | +6.1% |
| Q1 2022 | $4,970,000 | -4.6% | 18,519 | +0.6% | 1.83% | -14.1% |
| Q4 2021 | $5,212,000 | +14.7% | 18,413 | +6.6% | 2.13% | +49.4% |
| Q3 2021 | $4,544,000 | +0.5% | 17,271 | +2.2% | 1.43% | -1.7% |
| Q2 2021 | $4,522,000 | +0.3% | 16,905 | +0.2% | 1.45% | +0.8% |
| Q1 2021 | $4,508,000 | – | 16,864 | – | 1.44% | – |
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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% |