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 | $4,348,929 | +14.9% | 17,441 | +20.5% | 1.20% | +12.3% |
| Q2 2023 | $3,784,155 | +10.7% | 14,472 | +5.9% | 1.07% | -2.6% |
| Q1 2023 | $3,418,953 | +50.4% | 13,667 | +45.4% | 1.10% | +33.4% |
| Q4 2022 | $2,273,056 | -23.2% | 9,397 | -30.3% | 0.83% | -30.2% |
| Q3 2022 | $2,958,000 | -1.5% | 13,491 | +1.6% | 1.18% | -1.6% |
| Q2 2022 | $3,003,000 | -9.4% | 13,276 | +7.4% | 1.20% | +11.4% |
| Q1 2022 | $3,316,000 | +0.5% | 12,358 | +6.1% | 1.08% | +5.3% |
| Q4 2021 | $3,298,000 | +49.4% | 11,652 | +38.9% | 1.02% | +31.2% |
| Q3 2021 | $2,207,000 | – | 8,390 | – | 0.78% | – |
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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% |