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 | $4,705,228 | +5.9% | 18,787 | +10.5% | 1.79% | +6.9% |
| Q2 2023 | $4,444,999 | -3.2% | 16,999 | -7.4% | 1.67% | +0.2% |
| Q1 2023 | $4,592,143 | -2.7% | 18,357 | -5.9% | 1.67% | +0.7% |
| Q4 2022 | $4,719,219 | -99.9% | 19,510 | -3.5% | 1.66% | -0.5% |
| Q3 2022 | $4,435,102,000 | +97546.5% | 20,227 | +0.7% | 1.67% | -0.8% |
| Q2 2022 | $4,542,000 | -15.9% | 20,081 | -0.2% | 1.68% | -1.1% |
| Q1 2022 | $5,400,000 | -11.8% | 20,125 | -7.0% | 1.70% | -9.6% |
| Q4 2021 | $6,123,000 | +8.9% | 21,631 | +1.2% | 1.88% | +0.4% |
| Q3 2021 | $5,623,000 | – | 21,374 | – | 1.87% | – |
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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% |