ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,764 | -4.6% | 1,262 | 0.0% | 0.04% | -2.7% |
| Q2 2023 | $330,077 | +4.5% | 1,262 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $315,772 | +3.4% | 1,262 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $305,314 | -6.3% | 1,262 | -12.4% | 0.04% | -16.7% |
| Q2 2022 | $326,000 | -23.5% | 1,440 | -9.3% | 0.05% | -11.1% |
| Q1 2022 | $426,000 | -5.8% | 1,588 | -0.6% | 0.05% | -10.0% |
| Q4 2021 | $452,000 | +22.2% | 1,597 | +13.5% | 0.06% | -10.4% |
| Q3 2021 | $370,000 | -2.1% | 1,407 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $378,000 | +28.6% | 1,407 | +24.6% | 0.07% | +6.2% |
| Q1 2021 | $294,000 | +13.5% | 1,129 | 0.0% | 0.06% | +42.2% |
| Q4 2020 | $259,000 | – | 1,129 | – | 0.04% | – |
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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% |