ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,650 | +1.8% | 1,362 | +6.7% | 0.35% | +17.3% |
| Q2 2023 | $333,685 | +37.0% | 1,276 | +31.0% | 0.30% | -22.1% |
| Q1 2023 | $243,648 | -4.9% | 974 | -8.0% | 0.38% | -12.1% |
| Q4 2022 | $256,111 | +9.4% | 1,059 | -0.7% | 0.44% | -80.6% |
| Q3 2022 | $234,000 | +28.6% | 1,066 | +32.3% | 2.26% | +39.8% |
| Q2 2022 | $182,000 | -12.9% | 806 | +3.6% | 1.61% | +714.6% |
| Q1 2022 | $209,000 | -3.2% | 778 | +1.7% | 0.20% | +35.6% |
| Q4 2021 | $216,000 | – | 765 | – | 0.15% | – |
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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% |