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 | $1,101,628 | -5.5% | 4,418 | -0.9% | 0.69% | -6.1% |
| Q2 2023 | $1,165,155 | +9.2% | 4,456 | +4.5% | 0.73% | -1.7% |
| Q1 2023 | $1,066,932 | +8.8% | 4,265 | +6.6% | 0.74% | -8.9% |
| Q4 2022 | $980,380 | +6.7% | 4,000 | 0.0% | 0.82% | +1.2% |
| Q3 2022 | $919,000 | -8.2% | 4,000 | -20.0% | 0.81% | -7.7% |
| Q2 2022 | $1,001,000 | -25.9% | 5,000 | 0.0% | 0.88% | -9.1% |
| Q1 2022 | $1,351,000 | -2.8% | 5,000 | 0.0% | 0.96% | +0.9% |
| Q4 2021 | $1,390,000 | +7.5% | 5,000 | +1.8% | 0.95% | -0.4% |
| Q3 2021 | $1,293,000 | -5.1% | 4,914 | -3.1% | 0.96% | +0.9% |
| Q2 2021 | $1,362,000 | -3.0% | 5,070 | -4.7% | 0.95% | -9.4% |
| Q1 2021 | $1,404,000 | +4.2% | 5,321 | -4.4% | 1.05% | -0.7% |
| Q4 2020 | $1,347,000 | – | 5,567 | – | 1.06% | – |
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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% |