ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,381 | -4.6% | 551 | 0.0% | 0.03% | -6.5% |
| Q2 2023 | $144,065 | +10.0% | 551 | +5.4% | 0.03% | -16.2% |
| Q1 2023 | $130,952 | -1.1% | 523 | -4.6% | 0.04% | -7.5% |
| Q4 2022 | $132,442 | +0.3% | 548 | -5.7% | 0.04% | +11.1% |
| Q2 2022 | $132,000 | -14.3% | 581 | +1.4% | 0.04% | -10.0% |
| Q1 2022 | $154,000 | +0.7% | 573 | +6.1% | 0.04% | +8.1% |
| Q4 2021 | $153,000 | +104.0% | 540 | +66.2% | 0.04% | -36.2% |
| Q4 2020 | $75,000 | – | 325 | – | 0.06% | – |
Download | ||||||
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% |