ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,098,123 | +0.2% | 4,403 | +5.1% | 0.29% | +2.1% |
| Q2 2023 | $1,095,863 | +10.0% | 4,191 | +5.2% | 0.28% | +2.9% |
| Q1 2023 | $996,182 | +10.6% | 3,985 | +7.0% | 0.27% | +5.4% |
| Q4 2022 | $900,556 | +14.6% | 3,723 | +3.8% | 0.26% | +6.1% |
| Q3 2022 | $786,000 | -2.4% | 3,586 | +0.8% | 0.24% | +8.4% |
| Q2 2022 | $805,000 | -14.5% | 3,557 | +1.3% | 0.23% | +2.3% |
| Q1 2022 | $942,000 | +18.0% | 3,510 | +24.5% | 0.22% | +12.2% |
| Q4 2021 | $798,000 | +13.2% | 2,819 | +5.2% | 0.20% | +2.6% |
| Q3 2021 | $705,000 | +1.4% | 2,679 | +3.6% | 0.19% | -1.5% |
| Q2 2021 | $695,000 | +27.3% | 2,587 | +23.3% | 0.20% | +14.0% |
| Q1 2021 | $546,000 | +20.8% | 2,098 | +6.7% | 0.17% | +16.3% |
| Q4 2020 | $452,000 | +35.3% | 1,967 | +9.3% | 0.15% | +20.5% |
| Q3 2020 | $334,000 | +63.7% | 1,800 | +56.5% | 0.12% | +43.5% |
| Q2 2020 | $204,000 | – | 1,150 | – | 0.08% | – |
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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% |