ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,053 | -5.1% | 1,207 | -0.6% | 0.08% | +1.4% |
| Q2 2023 | $317,319 | -32.7% | 1,214 | -35.6% | 0.07% | -37.8% |
| Q1 2023 | $471,242 | -23.9% | 1,884 | -26.4% | 0.12% | -34.6% |
| Q4 2022 | $619,421 | -15.5% | 2,561 | -23.3% | 0.18% | -26.9% |
| Q3 2022 | $733,000 | -13.5% | 3,341 | -10.7% | 0.25% | -5.7% |
| Q2 2022 | $847,000 | -52.5% | 3,743 | -43.7% | 0.26% | -41.5% |
| Q1 2022 | $1,785,000 | -27.9% | 6,651 | -24.0% | 0.45% | -24.1% |
| Q4 2021 | $2,477,000 | +1.6% | 8,749 | -5.6% | 0.59% | -18.0% |
| Q3 2021 | $2,437,000 | -22.0% | 9,264 | -20.3% | 0.72% | -6.7% |
| Q2 2021 | $3,123,000 | – | 11,623 | – | 0.78% | – |
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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% |