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 | $2,818,967 | -8.6% | 11,487 | +0.2% | 0.40% | -1.7% |
| Q2 2023 | $3,084,164 | +6.8% | 11,467 | -1.7% | 0.41% | -12.4% |
| Q1 2023 | $2,888,166 | -1.2% | 11,667 | +0.4% | 0.47% | -8.1% |
| Q4 2022 | $2,924,660 | +7.2% | 11,616 | -0.1% | 0.51% | -4.9% |
| Q3 2022 | $2,727,000 | -0.5% | 11,626 | +0.5% | 0.53% | +6.2% |
| Q2 2022 | $2,741,000 | -10.7% | 11,571 | +1.8% | 0.50% | -3.8% |
| Q1 2022 | $3,068,000 | -4.6% | 11,371 | +0.1% | 0.52% | +13.0% |
| Q4 2021 | $3,216,000 | – | 11,361 | – | 0.46% | – |
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% |