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 | $2,124,965 | -11.3% | 8,522 | -7.0% | 0.60% | -0.7% |
Q2 2023 | $2,395,862 | +104.7% | 9,163 | +95.9% | 0.60% | +115.4% |
Q1 2023 | $1,170,317 | -55.3% | 4,678 | -56.8% | 0.28% | -54.6% |
Q4 2022 | $2,620,725 | -13.3% | 10,831 | -21.5% | 0.62% | -4.2% |
Q3 2022 | $3,023,000 | -17.9% | 13,789 | -3.5% | 0.64% | -6.7% |
Q2 2022 | $3,681,000 | +14.6% | 14,289 | +12.7% | 0.69% | +12.8% |
Q1 2022 | $3,211,000 | – | 12,676 | – | 0.61% | – |
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% |