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 | $681,334 | -6.9% | 2,732 | -2.4% | 0.58% | -11.9% |
| Q2 2023 | $731,778 | +7.4% | 2,799 | +2.8% | 0.66% | -11.9% |
| Q1 2023 | $681,515 | -1.6% | 2,724 | -4.9% | 0.75% | -12.9% |
| Q4 2022 | $692,694 | +10.8% | 2,864 | +0.5% | 0.86% | +3.5% |
| Q3 2022 | $625,000 | -7.0% | 2,851 | -1.8% | 0.83% | -4.4% |
| Q2 2022 | $672,000 | -20.3% | 2,902 | -7.6% | 0.87% | -21.2% |
| Q1 2022 | $843,000 | -1.6% | 3,140 | +3.8% | 1.10% | +19.0% |
| Q4 2021 | $857,000 | – | 3,026 | – | 0.92% | – |
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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% |