ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,896,959 | -7.6% | 53,011 | -0.4% | 4.27% | -12.2% |
| Q2 2023 | $13,955,906 | +4.3% | 53,220 | -2.3% | 4.86% | -9.5% |
| Q1 2023 | $13,384,639 | -15.3% | 54,460 | -15.8% | 5.38% | -23.5% |
| Q4 2022 | $15,797,697 | +16.3% | 64,649 | +11.6% | 7.03% | +4.8% |
| Q3 2022 | $13,586,000 | +18.7% | 57,922 | +15.9% | 6.71% | +10.2% |
| Q2 2022 | $11,446,000 | -3.4% | 49,973 | +13.7% | 6.09% | +1.2% |
| Q1 2022 | $11,846,000 | -2.3% | 43,951 | +3.4% | 6.02% | +8.2% |
| Q4 2021 | $12,131,000 | +9.9% | 42,509 | +2.5% | 5.56% | -0.5% |
| Q3 2021 | $11,034,000 | -1.1% | 41,487 | +0.5% | 5.59% | -1.6% |
| Q2 2021 | $11,162,000 | -3.5% | 41,298 | -2.4% | 5.68% | -5.2% |
| Q1 2021 | $11,564,000 | +5.7% | 42,300 | -4.8% | 5.99% | -11.0% |
| Q4 2020 | $10,942,000 | – | 44,432 | – | 6.73% | – |
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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% |