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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,207,140 | -20.1% | 12,862 | -16.2% | 0.43% | -16.0% |
| Q2 2023 | $4,012,934 | -4.1% | 15,347 | -8.3% | 0.51% | -12.5% |
| Q1 2023 | $4,186,428 | +3.5% | 16,735 | +0.1% | 0.59% | -8.3% |
| Q4 2022 | $4,043,917 | +26.1% | 16,718 | +14.3% | 0.64% | +17.0% |
| Q3 2022 | $3,207,000 | +58.8% | 14,628 | +63.9% | 0.55% | +66.0% |
| Q2 2022 | $2,019,000 | -4.8% | 8,923 | +12.9% | 0.33% | +20.5% |
| Q1 2022 | $2,120,000 | +39.2% | 7,900 | +46.8% | 0.27% | +56.9% |
| Q4 2021 | $1,523,000 | -18.2% | 5,380 | -24.0% | 0.17% | -23.0% |
| Q3 2021 | $1,861,000 | -7.7% | 7,075 | -5.7% | 0.23% | -9.6% |
| Q2 2021 | $2,016,000 | -5.8% | 7,502 | -8.8% | 0.25% | -19.9% |
| Q1 2021 | $2,141,000 | +92.5% | 8,225 | +69.9% | 0.31% | +75.3% |
| Q4 2020 | $1,112,000 | +294.3% | 4,840 | +253.3% | 0.18% | +137.3% |
| Q4 2019 | $282,000 | – | 1,370 | – | 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% |