ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,477 | -52.3% | 804 | -50.0% | 0.08% | -61.3% |
| Q2 2023 | $420,460 | +109.0% | 1,608 | +100.0% | 0.20% | +151.9% |
| Q1 2023 | $201,129 | -4.8% | 804 | -7.9% | 0.08% | -6.9% |
| Q4 2022 | $211,170 | +105485.0% | 873 | -1.4% | 0.09% | 0.0% |
| Q2 2022 | $200 | -14.5% | 885 | +1.5% | 0.09% | -12.1% |
| Q1 2022 | $234 | -5.3% | 872 | 0.0% | 0.10% | -18.9% |
| Q4 2021 | $247 | – | 872 | – | 0.12% | – |
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% |