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 | $1,086,916 | +36.5% | 4,359 | +43.2% | 0.86% | +42.1% |
| Q2 2023 | $796,206 | -12.9% | 3,045 | -16.7% | 0.61% | +22.6% |
| Q1 2023 | $914,207 | +29.7% | 3,654 | +25.4% | 0.50% | -31.0% |
| Q4 2022 | $704,866 | +9.6% | 2,914 | -0.7% | 0.72% | +2.0% |
| Q3 2022 | $643,000 | -3.0% | 2,934 | +0.0% | 0.70% | -5.5% |
| Q2 2022 | $663,000 | -29.5% | 2,933 | -16.4% | 0.75% | -22.9% |
| Q1 2022 | $941,000 | -3.3% | 3,507 | +2.0% | 0.97% | -1.0% |
| Q4 2021 | $973,000 | +143.2% | 3,439 | +130.7% | 0.98% | +57.8% |
| Q2 2021 | $400,000 | -56.3% | 1,491 | -57.6% | 0.62% | +24.8% |
| Q1 2021 | $915,000 | +8.8% | 3,518 | -3.9% | 0.50% | +8.8% |
| Q4 2020 | $841,000 | – | 3,660 | – | 0.46% | – |
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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% |