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 | $18,680,950 | -4.3% | 74,919 | +0.3% | 23.75% | -4.6% |
| Q2 2023 | $19,530,459 | +5.5% | 74,692 | +0.9% | 24.90% | +14.8% |
| Q1 2023 | $18,516,156 | -6.4% | 74,017 | -9.5% | 21.68% | -8.0% |
| Q4 2022 | $19,780,401 | +88.0% | 81,774 | +70.4% | 23.57% | +81.1% |
| Q3 2022 | $10,520,000 | +18.4% | 47,980 | +22.2% | 13.01% | +22.5% |
| Q2 2022 | $8,882,000 | +17.8% | 39,261 | +39.7% | 10.63% | +21.2% |
| Q1 2022 | $7,543,000 | +4.6% | 28,110 | +10.3% | 8.76% | +5.2% |
| Q4 2021 | $7,213,000 | – | 25,479 | – | 8.34% | – |
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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% |