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 | $447,580 | -5.7% | 1,795 | -1.1% | 0.47% | +9.9% |
Q2 2023 | $474,570 | +3.5% | 1,815 | -1.0% | 0.42% | -3.0% |
Q1 2023 | $458,674 | +3.9% | 1,834 | +0.5% | 0.44% | +3.1% |
Q4 2022 | $441,371 | +4.1% | 1,825 | -2.9% | 0.42% | -0.9% |
Q3 2022 | $424,000 | -2.3% | 1,879 | -1.1% | 0.43% | +3.4% |
Q2 2022 | $434,000 | -15.7% | 1,899 | -1.1% | 0.41% | -5.3% |
Q1 2022 | $515,000 | +2.0% | 1,921 | +7.6% | 0.44% | +7.6% |
Q4 2021 | $505,000 | – | 1,785 | – | 0.41% | – |
Download |
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% |