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 | $2,368,859 | -0.4% | 9,500 | +4.4% | 0.71% | +4.3% |
| Q2 2023 | $2,378,719 | +9.3% | 9,097 | +4.6% | 0.68% | +4.3% |
| Q1 2023 | $2,175,426 | +104538.1% | 8,696 | +1.2% | 0.65% | +4.3% |
| Q4 2022 | $2,079 | -99.9% | 8,595 | -1.5% | 0.63% | +4.7% |
| Q3 2022 | $1,914,000 | -0.7% | 8,727 | +2.4% | 0.60% | +7.2% |
| Q2 2022 | $1,928,000 | -11.8% | 8,524 | +4.6% | 0.56% | +4.9% |
| Q1 2022 | $2,187,000 | -8.2% | 8,151 | -3.1% | 0.53% | -8.1% |
| Q4 2021 | $2,382,000 | +11.4% | 8,411 | +5.7% | 0.58% | +1.4% |
| Q3 2021 | $2,138,000 | 0.0% | 7,958 | 0.0% | 0.57% | 0.0% |
| Q2 2021 | $2,138,000 | – | 7,958 | – | 0.57% | – |
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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% |