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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $104,331 | +4.5% | 399 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $99,814 | +3.4% | 399 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $96,514 | +6.1% | 399 | -3.6% | 0.02% | -3.8% |
| Q3 2022 | $91,000 | -3.2% | 414 | 0.0% | 0.03% | +4.0% |
| Q2 2022 | $94,000 | -15.3% | 414 | 0.0% | 0.02% | -7.4% |
| Q1 2022 | $111,000 | -5.1% | 414 | 0.0% | 0.03% | -3.6% |
| Q4 2021 | $117,000 | -0.8% | 414 | -8.0% | 0.03% | -6.7% |
| Q3 2021 | $118,000 | +16.8% | 450 | +20.0% | 0.03% | +11.1% |
| Q2 2021 | $101,000 | -13.7% | 375 | -16.7% | 0.03% | -15.6% |
| Q1 2021 | $117,000 | +0.9% | 450 | -10.9% | 0.03% | 0.0% |
| Q4 2020 | $116,000 | +23.4% | 505 | 0.0% | 0.03% | +14.3% |
| Q3 2020 | $94,000 | -1.1% | 505 | -5.8% | 0.03% | -15.2% |
| Q2 2020 | $95,000 | +23.4% | 536 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $77,000 | -30.0% | 536 | 0.0% | 0.03% | -46.7% |
| Q4 2019 | $110,000 | +2.8% | 536 | -3.4% | 0.06% | -4.8% |
| Q3 2019 | $107,000 | -0.9% | 555 | 0.0% | 0.06% | -3.1% |
| Q2 2019 | $108,000 | -38.3% | 555 | -40.1% | 0.06% | -39.3% |
| Q1 2019 | $175,000 | +12.9% | 926 | -0.8% | 0.11% | -6.1% |
| Q4 2018 | $155,000 | – | 933 | – | 0.11% | – |
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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% |