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 | $917,659 | -49.2% | 3,680 | -46.8% | 0.56% | -50.0% |
| Q2 2023 | $1,807,403 | +14.4% | 6,912 | +9.5% | 1.13% | -0.4% |
| Q1 2023 | $1,579,780 | +70.5% | 6,315 | +64.8% | 1.13% | +49.5% |
| Q4 2022 | $926,754 | +13.2% | 3,831 | +2.5% | 0.76% | +6.9% |
| Q3 2022 | $819,000 | -0.7% | 3,737 | +2.5% | 0.71% | -0.3% |
| Q2 2022 | $825,000 | -3.6% | 3,645 | +1.5% | 0.71% | +4.9% |
| Q1 2022 | $856,000 | -1.6% | 3,592 | +16.9% | 0.68% | +9.9% |
| Q4 2021 | $870,000 | +5.7% | 3,073 | -1.8% | 0.62% | -2.1% |
| Q3 2021 | $823,000 | +6.1% | 3,128 | +8.4% | 0.63% | +6.6% |
| Q2 2021 | $776,000 | +3.6% | 2,886 | +0.3% | 0.59% | -9.1% |
| Q1 2021 | $749,000 | +18.9% | 2,876 | +4.9% | 0.65% | +5.9% |
| Q4 2020 | $630,000 | – | 2,741 | – | 0.61% | – |
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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% |