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 | $5,180,378 | -8.3% | 20,776 | -3.9% | 0.16% | -7.0% |
| Q2 2023 | $5,651,746 | -4.0% | 21,614 | -8.2% | 0.17% | -9.9% |
| Q1 2023 | $5,888,618 | -9.9% | 23,539 | -12.9% | 0.19% | -14.7% |
| Q4 2022 | $6,535,093 | +829.6% | 27,017 | +742.4% | 0.22% | +578.8% |
| Q3 2022 | $703,000 | +62.4% | 3,207 | +67.4% | 0.03% | +65.0% |
| Q2 2022 | $433,000 | -2.5% | 1,916 | +15.7% | 0.02% | +5.3% |
| Q1 2022 | $444,000 | +8.0% | 1,656 | +14.1% | 0.02% | +18.8% |
| Q4 2021 | $411,000 | +10.2% | 1,451 | +2.3% | 0.02% | -11.1% |
| Q3 2021 | $373,000 | 0.0% | 1,419 | +2.3% | 0.02% | -10.0% |
| Q2 2021 | $373,000 | -7.2% | 1,387 | -10.3% | 0.02% | -13.0% |
| Q1 2021 | $402,000 | +1.8% | 1,546 | -10.0% | 0.02% | -4.2% |
| Q4 2020 | $395,000 | +8.2% | 1,717 | -12.7% | 0.02% | -4.0% |
| Q3 2020 | $365,000 | – | 1,967 | – | 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% |