ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,198,156 | -15.4% | 92,641 | -11.3% | 0.52% | -18.1% |
| Q2 2023 | $27,419,073 | -26.6% | 104,452 | -29.9% | 0.63% | -31.3% |
| Q1 2023 | $37,370,515 | -4.4% | 148,956 | -7.5% | 0.92% | -0.4% |
| Q4 2022 | $39,073,221 | +6.2% | 161,100 | -3.8% | 0.92% | +20.3% |
| Q3 2022 | $36,805,000 | -10.5% | 167,441 | -7.7% | 0.77% | -18.3% |
| Q2 2022 | $41,135,000 | -42.5% | 181,413 | -28.1% | 0.94% | -58.5% |
| Q1 2022 | $71,578,000 | – | 252,462 | – | 2.26% | – |
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% |