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 | $669,754 | -21.7% | 2,686 | -17.9% | 0.08% | -22.3% |
| Q2 2023 | $855,824 | -23.9% | 3,273 | -27.2% | 0.10% | -27.0% |
| Q1 2023 | $1,124,970 | -3.8% | 4,497 | -7.0% | 0.14% | -11.3% |
| Q4 2022 | $1,169,296 | -30.7% | 4,834 | -37.2% | 0.16% | -34.8% |
| Q3 2022 | $1,687,000 | -3.3% | 7,694 | -0.2% | 0.24% | -7.6% |
| Q2 2022 | $1,744,000 | -16.4% | 7,708 | -0.9% | 0.26% | -12.6% |
| Q1 2022 | $2,087,000 | +605.1% | 7,779 | +643.7% | 0.30% | +655.0% |
| Q4 2021 | $296,000 | +7.6% | 1,046 | 0.0% | 0.04% | +5.3% |
| Q3 2021 | $275,000 | -2.1% | 1,046 | 0.0% | 0.04% | -7.3% |
| Q2 2021 | $281,000 | -33.3% | 1,046 | -35.3% | 0.04% | -32.8% |
| Q1 2021 | $421,000 | -34.3% | 1,617 | -42.0% | 0.06% | -39.0% |
| Q4 2020 | $641,000 | – | 2,788 | – | 0.10% | – |
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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% |