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 | $1,351,071 | 0.0% | 5,167 | 0.0% | 0.22% | +1.4% |
| Q2 2023 | $1,351,071 | -21.4% | 5,167 | -27.3% | 0.21% | -32.5% |
| Q1 2023 | $1,718,541 | +8.0% | 7,105 | +8.0% | 0.32% | +4.6% |
| Q4 2022 | $1,591,551 | -6.6% | 6,580 | -15.3% | 0.30% | -10.9% |
| Q3 2022 | $1,704,000 | -7.6% | 7,772 | -4.6% | 0.34% | -4.2% |
| Q2 2022 | $1,844,000 | -32.3% | 8,150 | -15.3% | 0.36% | -21.8% |
| Q1 2022 | $2,725,000 | 0.0% | 9,625 | 0.0% | 0.45% | +0.2% |
| Q4 2021 | $2,725,000 | +5.2% | 9,625 | -2.2% | 0.45% | -1.5% |
| Q3 2021 | $2,590,000 | -6.9% | 9,844 | -7.9% | 0.46% | -13.9% |
| Q2 2021 | $2,781,000 | -0.1% | 10,683 | -0.1% | 0.53% | +0.4% |
| Q1 2021 | $2,783,000 | -6.2% | 10,694 | -17.2% | 0.53% | -13.8% |
| Q4 2020 | $2,967,000 | – | 12,911 | – | 0.62% | – |
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% |