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 | $1,825,876 | -18.4% | 7,323 | -14.4% | 0.08% | -18.4% |
| Q2 2023 | $2,236,279 | +19.4% | 8,552 | +14.3% | 0.10% | 0.0% |
| Q1 2023 | $1,872,555 | +9.3% | 7,485 | +5.6% | 0.10% | +3.2% |
| Q4 2022 | $1,713,807 | +0.6% | 7,085 | -8.8% | 0.10% | -20.8% |
| Q3 2022 | $1,703,000 | -5.9% | 7,767 | -2.9% | 0.12% | -27.7% |
| Q2 2022 | $1,809,000 | +17.3% | 7,995 | +4.4% | 0.17% | -27.2% |
| Q3 2018 | $1,542,000 | +4.4% | 7,661 | +1.0% | 0.23% | -0.9% |
| Q2 2018 | $1,477,000 | +17.8% | 7,585 | +13.5% | 0.23% | +13.3% |
| Q1 2018 | $1,254,000 | +1.9% | 6,685 | +3.1% | 0.20% | +15.3% |
| Q4 2017 | $1,231,000 | +5.7% | 6,485 | -0.4% | 0.18% | -30.4% |
| Q3 2017 | $1,165,000 | +1809.8% | 6,514 | +1221.3% | 0.25% | +716.1% |
| Q3 2013 | $61,000 | – | 493 | – | 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% |