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 | $517,258 | -5.7% | 2,065 | -1.5% | 0.11% | -2.6% |
| Q2 2023 | $548,324 | -4.2% | 2,097 | -8.3% | 0.12% | -10.0% |
| Q1 2023 | $572,116 | -48.4% | 2,287 | -50.1% | 0.13% | -3.0% |
| Q4 2022 | $1,108,824 | +105.7% | 4,584 | +86.6% | 0.13% | -5.6% |
| Q3 2022 | $539,000 | -10.6% | 2,456 | -7.8% | 0.14% | -6.6% |
| Q2 2022 | $603,000 | -16.1% | 2,665 | -0.5% | 0.15% | -3.2% |
| Q1 2022 | $719,000 | -28.7% | 2,678 | -24.8% | 0.16% | -31.1% |
| Q4 2021 | $1,008,000 | -88.9% | 3,562 | -89.7% | 0.23% | -90.1% |
| Q3 2021 | $9,077,000 | +7.5% | 34,503 | +9.8% | 2.30% | +4.9% |
| Q2 2021 | $8,445,000 | +10.4% | 31,426 | +7.0% | 2.19% | +0.5% |
| Q1 2021 | $7,647,000 | +40.2% | 29,379 | +23.8% | 2.18% | +20.8% |
| Q4 2020 | $5,454,000 | – | 23,730 | – | 1.80% | – |
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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% |