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 | $36,481 | -5.8% | 145,642 | -5.9% | 9.58% | +13.2% |
| Q1 2023 | $38,714 | +8.3% | 154,758 | +4.7% | 8.46% | -1.5% |
| Q4 2022 | $35,748 | -99.9% | 147,785 | +5.2% | 8.59% | +1.6% |
| Q3 2022 | $30,805,000 | -7.2% | 140,496 | -4.2% | 8.46% | -6.5% |
| Q2 2022 | $33,180,000 | -10.4% | 146,664 | +6.3% | 9.05% | -4.1% |
| Q1 2022 | $37,019,000 | -0.1% | 137,957 | +5.3% | 9.44% | -5.0% |
| Q4 2021 | $37,071,000 | +14.7% | 130,956 | +8.8% | 9.93% | -10.8% |
| Q2 2021 | $32,333,000 | +11.7% | 120,319 | +9.7% | 11.14% | +5.1% |
| Q1 2021 | $28,958,000 | +36.6% | 109,704 | +19.0% | 10.59% | +10.9% |
| Q4 2020 | $21,194,000 | +30.0% | 92,218 | +4.8% | 9.55% | +10.2% |
| Q3 2020 | $16,302,000 | +13.4% | 87,971 | +8.8% | 8.67% | +3.6% |
| Q2 2020 | $14,375,000 | +21.9% | 80,837 | -0.3% | 8.36% | +2.3% |
| Q1 2020 | $11,795,000 | -37.9% | 81,115 | -12.1% | 8.18% | -28.9% |
| Q4 2019 | $18,997,000 | – | 92,299 | – | 11.50% | – |
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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% |