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 | $264,561 | -29.9% | 1,061 | -26.5% | 0.02% | -27.3% |
| Q2 2023 | $377,316 | +2.7% | 1,443 | -1.8% | 0.02% | +4.8% |
| Q1 2023 | $367,486 | +3.1% | 1,469 | -0.3% | 0.02% | +5.0% |
| Q4 2022 | $356,546 | +8.0% | 1,474 | +1.0% | 0.02% | 0.0% |
| Q2 2022 | $330,000 | +48.0% | 1,460 | +75.5% | 0.02% | +53.8% |
| Q1 2022 | $223,000 | -5.5% | 832 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $236,000 | +7.8% | 832 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $219,000 | -8.4% | 832 | -6.5% | 0.02% | -6.2% |
| Q2 2021 | $239,000 | -0.4% | 890 | -3.6% | 0.02% | -5.9% |
| Q1 2021 | $240,000 | +13.2% | 923 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $212,000 | – | 923 | – | 0.02% | – |
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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% |