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 | $5,345,363 | -9.0% | 21,945 | -0.3% | 4.74% | +7.1% |
| Q2 2023 | $5,873,729 | +11.5% | 22,013 | +4.6% | 4.42% | -9.0% |
| Q1 2023 | $5,266,368 | +12.0% | 21,052 | -1.8% | 4.86% | +9.8% |
| Q3 2022 | $4,701,000 | -6.9% | 21,442 | -3.9% | 4.43% | +1.0% |
| Q2 2022 | $5,049,000 | -17.9% | 22,319 | -2.6% | 4.38% | +1.5% |
| Q1 2022 | $6,147,000 | -45.5% | 22,909 | -42.6% | 4.32% | -45.5% |
| Q4 2021 | $11,288,000 | – | 39,877 | – | 7.93% | – |
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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% |