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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $564,105 | -13.3% | 2,093 | -21.7% | 0.28% | -20.4% |
| Q3 2023 | $650,314 | -18.2% | 2,673 | -11.6% | 0.36% | -10.1% |
| Q2 2023 | $794,989 | -10.3% | 3,023 | -13.1% | 0.40% | -15.2% |
| Q4 2022 | $885,940 | +13.9% | 3,477 | -2.0% | 0.47% | +40.5% |
| Q3 2022 | $778,000 | -11.7% | 3,549 | -8.9% | 0.33% | +6.1% |
| Q2 2022 | $881,000 | +1176.8% | 3,894 | +1421.1% | 0.31% | +1156.0% |
| Q1 2022 | $69,000 | – | 256 | – | 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% |