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 | $424,821 | -5.6% | 1,704 | -1.0% | 0.08% | -13.5% |
| Q2 2023 | $449,932 | +5.6% | 1,721 | +1.0% | 0.10% | -5.0% |
| Q1 2023 | $426,200 | +3.4% | 1,704 | 0.0% | 0.10% | -9.0% |
| Q4 2022 | $412,112 | +74.6% | 1,704 | +93.9% | 0.11% | +52.1% |
| Q1 2022 | $236,000 | -4.5% | 879 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $247,000 | +6.5% | 879 | +0.2% | 0.07% | -8.8% |
| Q3 2021 | $232,000 | -2.9% | 877 | -0.9% | 0.08% | -7.0% |
| Q2 2021 | $239,000 | -6.3% | 885 | -10.1% | 0.09% | -15.7% |
| Q1 2021 | $255,000 | – | 984 | – | 0.10% | – |
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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% |