ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $268,412 | -6.1% | 1,027 | -10.1% | 0.01% | -14.3% |
| Q1 2023 | $285,792 | +10.8% | 1,142 | +7.1% | 0.01% | +7.7% |
| Q4 2022 | $257,937 | +8.4% | 1,066 | -1.6% | 0.01% | 0.0% |
| Q3 2022 | $238,000 | -2.9% | 1,083 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $245,000 | -14.9% | 1,083 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $288,000 | -9.7% | 1,073 | -4.7% | 0.01% | -7.1% |
| Q4 2021 | $319,000 | +12.7% | 1,126 | +4.6% | 0.01% | 0.0% |
| Q3 2021 | $283,000 | -11.3% | 1,076 | -9.3% | 0.01% | -12.5% |
| Q2 2021 | $319,000 | +51.2% | 1,186 | +46.2% | 0.02% | +33.3% |
| Q1 2021 | $211,000 | -3.7% | 811 | -15.0% | 0.01% | -7.7% |
| Q4 2020 | $219,000 | +5.3% | 954 | -33.6% | 0.01% | -58.1% |
| Q4 2014 | $208,000 | – | 1,437 | – | 0.03% | – |
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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% |