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 | $4,418,798 | -7.0% | 14,844 | -3.5% | 0.05% | -2.1% |
| Q2 2023 | $4,751,357 | -6.5% | 15,377 | -11.5% | 0.05% | -11.3% |
| Q1 2023 | $5,082,256 | +10.5% | 17,380 | +9.1% | 0.05% | +6.0% |
| Q4 2022 | $4,597,416 | +16.0% | 15,937 | +10.2% | 0.05% | +11.1% |
| Q3 2022 | $3,964,779 | +2.1% | 14,461 | +0.1% | 0.04% | +2.3% |
| Q2 2022 | $3,881,738 | +0.6% | 14,445 | +19.3% | 0.04% | +15.8% |
| Q1 2022 | $3,858,773 | +1.6% | 12,107 | +9.0% | 0.04% | +2.7% |
| Q4 2021 | $3,799,635 | – | 11,111 | – | 0.04% | – |
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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% |