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 | $19,211,497 | -3.2% | 77,046 | +1.5% | 17.13% | -0.4% |
| Q2 2023 | $19,846,412 | +4.9% | 75,900 | +0.3% | 17.19% | -1.0% |
| Q1 2023 | $18,923,248 | +4.1% | 75,645 | +0.7% | 17.37% | -2.5% |
| Q4 2022 | $18,171,533 | +8.7% | 75,123 | +1.7% | 17.80% | +3.4% |
| Q2 2022 | $16,710,000 | -14.5% | 73,865 | +1.4% | 17.22% | +0.7% |
| Q1 2022 | $19,551,000 | +3.5% | 72,857 | +3.1% | 17.09% | +0.8% |
| Q4 2021 | $18,897,000 | – | 70,663 | – | 16.96% | – |
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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% |