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 | $2,849,439 | +3.4% | 11,427 | +8.4% | 0.30% | +6.4% |
| Q2 2023 | $2,756,637 | +18.7% | 10,542 | -94.1% | 0.28% | +116.2% |
| Q1 2023 | $2,322,459 | -54.2% | 178,536 | +752.6% | 0.13% | -42.5% |
| Q4 2022 | $5,065,420 | +90.1% | 20,941 | +72.3% | 0.23% | +43.9% |
| Q3 2022 | $2,664,000 | -14.5% | 12,152 | -10.6% | 0.16% | -43.3% |
| Q2 2022 | $3,114,000 | -38.8% | 13,596 | -28.3% | 0.28% | -3.5% |
| Q1 2022 | $5,086,000 | +69.6% | 18,955 | +78.9% | 0.29% | +13.0% |
| Q4 2021 | $2,999,000 | +27.5% | 10,594 | +17.2% | 0.25% | +35.1% |
| Q1 2021 | $2,353,000 | +16.6% | 9,041 | +3.0% | 0.19% | +1.1% |
| Q4 2020 | $2,018,000 | – | 8,780 | – | 0.19% | – |
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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% |