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 | $6,800,208 | -3.7% | 27,272 | +1.0% | 2.51% | -1.3% |
| Q2 2023 | $7,060,082 | +5.1% | 27,000 | +0.6% | 2.55% | +1.9% |
| Q1 2023 | $6,715,365 | +112858.2% | 26,844 | +9.2% | 2.50% | -11.3% |
| Q4 2022 | $5,945 | -99.9% | 24,578 | +3.1% | 2.82% | +16.4% |
| Q3 2022 | $5,228,000 | +14.1% | 23,846 | +19.6% | 2.42% | +18.7% |
| Q4 2020 | $4,581,000 | +16.2% | 19,934 | -6.3% | 2.04% | +3.3% |
| Q3 2020 | $3,943,000 | +49.5% | 21,279 | +16.1% | 1.98% | +4.8% |
| Q1 2020 | $2,637,000 | -34.5% | 18,329 | -8.8% | 1.88% | -20.9% |
| Q3 2019 | $4,024,000 | +11.2% | 20,099 | +7.8% | 2.38% | +3.6% |
| Q2 2019 | $3,620,000 | +34.9% | 18,649 | +15.4% | 2.30% | +13.0% |
| Q4 2018 | $2,684,000 | -7.1% | 16,166 | +12.7% | 2.03% | +10.9% |
| Q3 2018 | $2,889,000 | +9.4% | 14,350 | +5.8% | 1.83% | -1.2% |
| Q2 2018 | $2,641,000 | +24.8% | 13,559 | +17.4% | 1.86% | +19.1% |
| Q1 2018 | $2,116,000 | +16.1% | 11,553 | +20.3% | 1.56% | +13.8% |
| Q4 2017 | $1,823,000 | – | 9,606 | – | 1.37% | – |
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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% |