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 | $19,574,315 | -2.0% | 78,501 | +2.7% | 7.61% | +0.4% |
| Q2 2023 | $19,981,888 | +7.3% | 76,418 | +2.7% | 7.58% | -2.4% |
| Q1 2023 | $18,614,903 | +4.4% | 74,412 | +0.9% | 7.76% | -8.9% |
| Q4 2022 | $17,836,845 | +3.8% | 73,739 | -5.9% | 8.52% | +2.0% |
| Q3 2022 | $17,189,000 | -9.0% | 78,397 | -6.1% | 8.36% | -3.6% |
| Q2 2022 | $18,888,000 | -24.5% | 83,494 | -10.4% | 8.67% | -12.5% |
| Q1 2022 | $25,009,000 | -3.4% | 93,198 | +2.0% | 9.91% | +0.5% |
| Q4 2021 | $25,877,000 | +14.2% | 91,412 | +6.2% | 9.86% | +4.5% |
| Q3 2021 | $22,650,000 | +14.2% | 86,098 | +16.7% | 9.43% | +13.0% |
| Q2 2021 | $19,830,000 | +298.4% | 73,793 | +205.1% | 8.35% | +187.2% |
| Q4 2019 | $4,978,000 | – | 24,186 | – | 2.91% | – |
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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% |