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 | $1,512,806 | -4.1% | 6,067 | +0.6% | 0.57% | +0.7% |
| Q2 2023 | $1,576,724 | +4.5% | 6,030 | 0.0% | 0.57% | -1.4% |
| Q1 2023 | $1,508,465 | +1.7% | 6,030 | -1.7% | 0.58% | -4.8% |
| Q4 2022 | $1,483,269 | +10.3% | 6,132 | 0.0% | 0.61% | -0.3% |
| Q3 2022 | $1,345,000 | -3.3% | 6,132 | -0.3% | 0.61% | -2.9% |
| Q2 2022 | $1,391,000 | -14.9% | 6,149 | +0.9% | 0.63% | -5.4% |
| Q1 2022 | $1,635,000 | -10.2% | 6,092 | -5.3% | 0.66% | -17.7% |
| Q4 2021 | $1,820,000 | +779.2% | 6,431 | +734.1% | 0.81% | +433.8% |
| Q2 2021 | $207,000 | +2.5% | 771 | -0.5% | 0.15% | -6.2% |
| Q1 2021 | $202,000 | – | 775 | – | 0.16% | – |
Download | ||||||
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% |