ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $970,720 | -13.1% | 3,893 | -8.9% | 3.12% | -11.7% |
| Q2 2023 | $1,117,304 | +3.1% | 4,273 | -1.4% | 3.53% | +17.5% |
| Q1 2023 | $1,083,943 | -0.6% | 4,333 | -3.9% | 3.01% | -15.7% |
| Q4 2022 | $1,090,440 | +8.6% | 4,508 | -1.5% | 3.57% | +3.2% |
| Q3 2022 | $1,004,000 | +63.8% | 4,577 | +68.8% | 3.46% | +31.1% |
| Q2 2022 | $613,000 | -39.7% | 2,711 | -28.5% | 2.64% | +12.2% |
| Q1 2022 | $1,017,000 | -47.3% | 3,789 | -44.4% | 2.35% | +51.1% |
| Q4 2021 | $1,929,000 | – | 6,815 | – | 1.56% | – |
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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% |