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 | $1,125,563 | -46.8% | 4,514 | -44.2% | 1.21% | -49.6% |
| Q2 2023 | $2,116,155 | -38.2% | 8,093 | -40.9% | 2.41% | -51.0% |
| Q1 2023 | $3,423,329 | -2.8% | 13,685 | -6.0% | 4.92% | -2.7% |
| Q4 2022 | $3,520,951 | +12.7% | 14,556 | +2.1% | 5.05% | +18.7% |
| Q3 2022 | $3,125,000 | -3.3% | 14,253 | -0.3% | 4.26% | +4.7% |
| Q2 2022 | $3,233,000 | -15.5% | 14,291 | +0.3% | 4.06% | +10.4% |
| Q1 2022 | $3,825,000 | -13.4% | 14,253 | -8.7% | 3.68% | -1.4% |
| Q4 2021 | $4,419,000 | +4.1% | 15,610 | -3.2% | 3.74% | -5.3% |
| Q3 2021 | $4,244,000 | -2.2% | 16,132 | -0.1% | 3.95% | -2.6% |
| Q2 2021 | $4,338,000 | +10.4% | 16,142 | +6.9% | 4.05% | +3.4% |
| Q1 2021 | $3,929,000 | – | 15,094 | – | 3.92% | – |
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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% |