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 | $2,421,189 | -16.4% | 9,710 | -12.3% | 2.04% | -12.1% |
| Q2 2023 | $2,895,368 | +0.1% | 11,073 | -4.3% | 2.32% | -3.5% |
| Q1 2023 | $2,893,851 | +4.6% | 11,568 | +1.1% | 2.41% | +1.7% |
| Q4 2022 | $2,767,222 | +6.8% | 11,440 | -3.2% | 2.37% | +0.1% |
| Q3 2022 | $2,591,000 | -7.7% | 11,821 | -4.8% | 2.36% | -2.2% |
| Q2 2022 | $2,808,000 | +171.6% | 12,413 | +223.9% | 2.42% | +187.3% |
| Q1 2022 | $1,034,000 | -0.1% | 3,832 | +4.7% | 0.84% | +0.1% |
| Q4 2021 | $1,035,000 | – | 3,659 | – | 0.84% | – |
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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% |