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 | $476,448 | +2.2% | 1,911 | +7.1% | 0.20% | +3.1% |
| Q2 2023 | $466,417 | +4.5% | 1,784 | 0.0% | 0.19% | -0.5% |
| Q1 2023 | $446,225 | +13.5% | 1,784 | -0.6% | 0.19% | -5.4% |
| Q3 2022 | $393,000 | -3.0% | 1,794 | +0.2% | 0.20% | -1.0% |
| Q2 2022 | $405,000 | -15.8% | 1,790 | 0.0% | 0.21% | -11.9% |
| Q1 2022 | $481,000 | -5.1% | 1,790 | 0.0% | 0.24% | -8.6% |
| Q4 2021 | $507,000 | +7.6% | 1,790 | 0.0% | 0.26% | 0.0% |
| Q3 2021 | $471,000 | -2.1% | 1,790 | -0.1% | 0.26% | -13.8% |
| Q2 2021 | $481,000 | +2.8% | 1,791 | -0.4% | 0.30% | -10.2% |
| Q1 2021 | $468,000 | +13.0% | 1,798 | -0.3% | 0.33% | -5.4% |
| Q4 2020 | $414,000 | – | 1,803 | – | 0.35% | – |
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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% |