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 | $2,651,367 | +4.1% | 10,633 | +9.2% | 1.92% | +1.5% |
Q2 2023 | $2,546,060 | +5.0% | 9,737 | +0.4% | 1.89% | +2.1% |
Q1 2023 | $2,425,516 | -21.1% | 9,696 | -23.7% | 1.85% | -23.0% |
Q4 2022 | $3,075,513 | +7.7% | 12,715 | -2.4% | 2.41% | +15.0% |
Q3 2022 | $2,856,000 | -2.3% | 13,023 | +0.8% | 2.09% | -6.8% |
Q2 2022 | $2,924,000 | -16.0% | 12,924 | -0.3% | 2.25% | -4.1% |
Q1 2022 | $3,480,000 | -57.3% | 12,969 | -55.0% | 2.34% | -59.6% |
Q4 2021 | $8,154,000 | – | 28,806 | – | 5.79% | – |
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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% |