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 | $11,529,209 | -3.9% | 46,237 | +0.8% | 6.90% | -0.6% |
| Q2 2023 | $11,992,353 | +4.5% | 45,863 | -0.0% | 6.94% | -0.3% |
| Q1 2023 | $11,473,263 | -13.5% | 45,864 | -16.4% | 6.96% | -13.7% |
| Q4 2022 | $13,264,741 | +10.2% | 54,838 | -0.2% | 8.07% | -3.8% |
| Q3 2022 | $12,042,000 | -0.5% | 54,921 | +2.6% | 8.39% | +4.1% |
| Q2 2022 | $12,107,000 | -16.3% | 53,515 | -0.7% | 8.06% | -6.2% |
| Q1 2022 | $14,464,000 | -8.6% | 53,902 | -3.6% | 8.59% | -1.9% |
| Q4 2021 | $15,826,000 | +3.1% | 55,906 | -4.2% | 8.76% | -5.8% |
| Q3 2021 | $15,356,000 | -3.8% | 58,371 | -1.7% | 9.30% | -3.1% |
| Q2 2021 | $15,965,000 | +0.6% | 59,408 | -2.6% | 9.60% | -5.9% |
| Q1 2021 | $15,876,000 | +10.5% | 60,997 | -2.5% | 10.21% | +4.0% |
| Q4 2020 | $14,371,000 | +23.6% | 62,531 | -0.3% | 9.81% | +8.4% |
| Q3 2020 | $11,623,000 | +1.3% | 62,723 | -2.8% | 9.05% | -6.2% |
| Q2 2020 | $11,473,000 | +25.6% | 64,520 | +1.6% | 9.65% | +4.1% |
| Q1 2020 | $9,136,000 | -32.2% | 63,505 | -3.0% | 9.27% | -14.8% |
| Q4 2019 | $13,476,000 | +4.5% | 65,475 | -1.9% | 10.88% | -2.5% |
| Q3 2019 | $12,896,000 | – | 66,737 | – | 11.16% | – |
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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% |