ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $284,468 | -2.8% | 1,111 | -5.4% | 0.28% | -7.0% |
| Q3 2023 | $292,735 | -4.6% | 1,174 | 0.0% | 0.30% | +4.2% |
| Q2 2023 | $306,964 | +5.7% | 1,174 | +4.8% | 0.29% | -12.5% |
| Q1 2023 | $290,447 | +101101.0% | 1,120 | 0.0% | 0.33% | +8.9% |
| Q4 2022 | $287 | -99.9% | 1,120 | 0.0% | 0.30% | +3.8% |
| Q3 2022 | $246,000 | -34.9% | 1,120 | -32.9% | 0.29% | -31.4% |
| Q2 2022 | $378,000 | -22.9% | 1,670 | -8.5% | 0.42% | -16.2% |
| Q1 2022 | $490,000 | -28.6% | 1,825 | -24.7% | 0.51% | -25.8% |
| Q4 2021 | $686,000 | +7.5% | 2,425 | 0.0% | 0.68% | -1.2% |
| Q3 2021 | $638,000 | -2.1% | 2,425 | 0.0% | 0.69% | -5.9% |
| Q2 2021 | $652,000 | +3.3% | 2,425 | 0.0% | 0.73% | -5.9% |
| Q1 2021 | $631,000 | – | 2,425 | – | 0.78% | – |
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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% |