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 | $3,164,083 | -5.1% | 12,689 | -0.5% | 1.88% | -1.5% |
| Q2 2023 | $3,334,477 | +4.5% | 12,752 | -0.0% | 1.91% | -0.2% |
| Q1 2023 | $3,190,588 | +2.6% | 12,754 | -0.8% | 1.92% | -4.5% |
| Q4 2022 | $3,110,782 | +9.5% | 12,860 | -0.8% | 2.01% | -0.8% |
| Q3 2022 | $2,842,000 | -3.7% | 12,960 | -0.7% | 2.02% | -7.8% |
| Q2 2022 | $2,952,000 | -17.7% | 13,047 | -2.5% | 2.20% | -16.1% |
| Q1 2022 | $3,589,000 | -5.2% | 13,376 | +0.1% | 2.62% | -2.1% |
| Q4 2021 | $3,784,000 | +7.8% | 13,366 | +0.2% | 2.67% | +2.1% |
| Q3 2021 | $3,510,000 | -3.7% | 13,342 | -1.6% | 2.62% | -9.5% |
| Q2 2021 | $3,643,000 | -0.4% | 13,556 | -3.5% | 2.89% | -11.1% |
| Q1 2021 | $3,658,000 | +13.5% | 14,054 | +0.2% | 3.25% | +2.6% |
| Q4 2020 | $3,224,000 | – | 14,029 | – | 3.17% | – |
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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% |