ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,451,051 | +3.5% | 17,849 | +8.6% | 0.09% | -8.0% |
| Q2 2023 | $4,298,631 | -12.5% | 16,438 | -16.3% | 0.10% | -15.3% |
| Q1 2023 | $4,911,119 | -15.8% | 19,630 | -18.6% | 0.12% | -21.3% |
| Q4 2022 | $5,830,184 | +18.4% | 24,101 | +7.3% | 0.15% | +12.8% |
| Q3 2022 | $4,926,000 | +2.1% | 22,468 | +5.3% | 0.13% | +8.1% |
| Q2 2022 | $4,826,000 | -19.2% | 21,337 | -4.1% | 0.12% | -6.1% |
| Q1 2022 | $5,972,000 | -22.6% | 22,257 | -18.4% | 0.13% | -14.9% |
| Q4 2021 | $7,720,000 | – | 27,275 | – | 0.15% | – |
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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% |