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 | $13,342,407 | -5.1% | 53,509 | -0.5% | 15.92% | -0.2% |
| Q2 2023 | $14,062,068 | +13.9% | 53,779 | +9.0% | 15.95% | -3.3% |
| Q1 2023 | $12,347,585 | +5.2% | 49,359 | +1.7% | 16.50% | -1.1% |
| Q4 2022 | $11,736,443 | +31.1% | 48,520 | +18.9% | 16.68% | +28.4% |
| Q3 2022 | $8,951,000 | -9.3% | 40,824 | -6.4% | 13.00% | -3.1% |
| Q2 2022 | $9,868,000 | -41.1% | 43,619 | -30.2% | 13.41% | -14.0% |
| Q1 2022 | $16,768,000 | -7.1% | 62,488 | -2.0% | 15.59% | +1.3% |
| Q4 2021 | $18,044,000 | +6.5% | 63,741 | -1.0% | 15.39% | +2.3% |
| Q3 2021 | $16,944,000 | -1.0% | 64,409 | +1.1% | 15.04% | +2.2% |
| Q2 2021 | $17,120,000 | +0.6% | 63,708 | -2.6% | 14.72% | -3.4% |
| Q1 2021 | $17,025,000 | +14.8% | 65,410 | +1.3% | 15.23% | +8.4% |
| Q4 2020 | $14,834,000 | – | 64,543 | – | 14.05% | – |
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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% |