ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,339,383 | -4.4% | 5,371 | +0.2% | 1.21% | +5.0% |
| Q2 2023 | $1,401,140 | +8.2% | 5,358 | +3.5% | 1.15% | +2.1% |
| Q1 2023 | $1,294,794 | +22.3% | 5,176 | +18.3% | 1.13% | +12.8% |
| Q4 2022 | $1,058,760 | +10.3% | 4,377 | +0.0% | 1.00% | +4.4% |
| Q3 2022 | $960,000 | -46.7% | 4,376 | -45.1% | 0.96% | -44.1% |
| Q2 2022 | $1,802,000 | -12.5% | 7,965 | +3.8% | 1.71% | +1.4% |
| Q1 2022 | $2,060,000 | +6.2% | 7,676 | +12.0% | 1.68% | +7.3% |
| Q4 2021 | $1,940,000 | – | 6,855 | – | 1.57% | – |
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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% |