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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $562,256 | +4.7% | 2,150 | +0.2% | 0.33% | -2.4% |
| Q1 2023 | $536,807 | +3.7% | 2,146 | +0.3% | 0.34% | -10.3% |
| Q4 2022 | $517,663 | +11.1% | 2,140 | +0.7% | 0.38% | -2.6% |
| Q3 2022 | $466,000 | -3.1% | 2,125 | 0.0% | 0.39% | -13.4% |
| Q2 2022 | $481,000 | -15.5% | 2,125 | +0.2% | 0.45% | +13.1% |
| Q1 2022 | $569,000 | -22.5% | 2,120 | -18.2% | 0.40% | -19.1% |
| Q4 2021 | $734,000 | +5.8% | 2,592 | +0.4% | 0.49% | +2.3% |
| Q2 2021 | $694,000 | +37.4% | 2,581 | +33.0% | 0.48% | +21.8% |
| Q1 2021 | $505,000 | +3.5% | 1,941 | -8.5% | 0.39% | +0.8% |
| Q4 2020 | $488,000 | +23.2% | 2,122 | -0.7% | 0.39% | +1.0% |
| Q3 2020 | $396,000 | – | 2,137 | – | 0.39% | – |
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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% |