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 | $294,732 | -29.7% | 1,182 | -26.3% | 0.08% | -27.6% |
| Q2 2023 | $419,152 | -22.2% | 1,603 | -25.6% | 0.12% | -25.6% |
| Q1 2023 | $538,845 | +2.4% | 2,154 | -1.0% | 0.16% | -7.1% |
| Q4 2022 | $526,377 | +12.0% | 2,176 | +1.5% | 0.17% | +11.3% |
| Q3 2022 | $470,000 | -3.3% | 2,143 | -0.2% | 0.15% | +5.6% |
| Q2 2022 | $486,000 | -19.0% | 2,147 | -3.9% | 0.14% | +21.2% |
| Q1 2022 | $600,000 | -8.8% | 2,235 | -3.8% | 0.12% | -15.1% |
| Q4 2021 | $658,000 | +8.8% | 2,323 | +1.1% | 0.14% | +9.4% |
| Q3 2021 | $605,000 | +6.3% | 2,298 | +8.5% | 0.13% | +9.5% |
| Q2 2021 | $569,000 | +24.5% | 2,118 | +20.7% | 0.12% | +4.5% |
| Q1 2021 | $457,000 | +44.6% | 1,755 | +27.8% | 0.11% | +32.1% |
| Q4 2020 | $316,000 | +17.9% | 1,373 | +1.0% | 0.08% | +10.5% |
| Q3 2020 | $268,000 | +12.1% | 1,359 | +1.2% | 0.08% | -7.3% |
| Q2 2020 | $239,000 | – | 1,343 | – | 0.08% | – |
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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% |