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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,763,450 | -12.1% | 7,072 | -7.8% | 0.34% | -13.7% |
| Q2 2023 | $2,006,647 | -5.9% | 7,674 | -10.0% | 0.39% | -13.6% |
| Q1 2023 | $2,132,693 | +7.3% | 8,525 | +3.7% | 0.46% | -5.8% |
| Q4 2022 | $1,987,744 | +9.7% | 8,218 | -0.6% | 0.48% | +4.1% |
| Q3 2022 | $1,812,000 | -4.0% | 8,265 | -0.8% | 0.46% | +3.8% |
| Q2 2022 | $1,888,000 | -14.1% | 8,333 | +1.8% | 0.45% | -4.7% |
| Q1 2022 | $2,197,000 | -8.0% | 8,188 | -3.0% | 0.47% | -5.3% |
| Q4 2021 | $2,389,000 | +8.7% | 8,438 | +1.0% | 0.50% | -2.9% |
| Q3 2021 | $2,198,000 | +0.1% | 8,355 | +2.3% | 0.51% | +0.8% |
| Q2 2021 | $2,195,000 | +0.8% | 8,167 | -2.4% | 0.51% | -10.6% |
| Q1 2021 | $2,178,000 | +26.3% | 8,368 | +11.6% | 0.57% | +6.8% |
| Q4 2020 | $1,724,000 | +19.6% | 7,500 | -3.5% | 0.53% | +6.2% |
| Q3 2020 | $1,441,000 | +3.8% | 7,775 | -0.4% | 0.50% | -9.3% |
| Q2 2020 | $1,388,000 | +0.2% | 7,805 | -18.9% | 0.55% | -6.3% |
| Q1 2020 | $1,385,000 | -38.1% | 9,629 | -11.4% | 0.59% | -12.4% |
| Q4 2019 | $2,236,000 | – | 10,862 | – | 0.67% | – |
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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% |