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 | $3,614,627 | -63.8% | 14,496 | -62.0% | 1.18% | -56.8% |
| Q2 2023 | $9,986,637 | +86.1% | 38,193 | +78.1% | 2.73% | +44.8% |
| Q1 2023 | $5,365,377 | -35.7% | 21,448 | -37.8% | 1.88% | -45.8% |
| Q4 2022 | $8,344,745 | +13.0% | 34,498 | +2.4% | 3.48% | +4.5% |
| Q3 2022 | $7,387,000 | +19.5% | 33,692 | +23.3% | 3.33% | +14.5% |
| Q2 2022 | $6,183,000 | +76.4% | 27,333 | +109.3% | 2.91% | +50.4% |
| Q1 2022 | $3,505,000 | -3.5% | 13,060 | +1.8% | 1.94% | -9.4% |
| Q4 2021 | $3,633,000 | – | 12,835 | – | 2.14% | – |
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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% |