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 | $4,027,003 | -6.6% | 16,150 | -2.0% | 2.92% | -6.9% |
| Q2 2023 | $4,309,714 | -48.6% | 16,482 | -50.8% | 3.14% | -4.6% |
| Q1 2023 | $8,387,366 | +104.1% | 33,528 | +97.4% | 3.29% | -6.3% |
| Q4 2022 | $4,109,470 | +9.0% | 16,989 | -1.2% | 3.52% | -3.6% |
| Q3 2022 | $3,769,000 | -1.8% | 17,191 | +1.4% | 3.64% | +1.9% |
| Q2 2022 | $3,837,000 | -18.8% | 16,961 | -3.7% | 3.58% | -4.1% |
| Q1 2022 | $4,726,000 | -5.4% | 17,612 | -0.2% | 3.73% | -3.2% |
| Q4 2021 | $4,996,000 | – | 17,651 | – | 3.85% | – |
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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% |