ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,439 | -11.2% | 1,249 | -6.9% | 0.27% | -6.2% |
| Q2 2023 | $350,908 | +13.6% | 1,342 | +8.7% | 0.29% | +9.4% |
| Q1 2023 | $308,948 | +3.4% | 1,235 | 0.0% | 0.26% | +5.6% |
| Q4 2022 | $298,736 | -23.2% | 1,235 | -30.4% | 0.25% | -28.7% |
| Q3 2022 | $389,000 | -3.2% | 1,775 | 0.0% | 0.35% | -7.4% |
| Q2 2022 | $402,000 | -18.0% | 1,775 | -2.7% | 0.38% | -15.4% |
| Q1 2022 | $490,000 | -5.2% | 1,825 | 0.0% | 0.45% | -0.2% |
| Q4 2021 | $517,000 | +1.0% | 1,825 | -6.3% | 0.45% | -7.2% |
| Q3 2021 | $512,000 | -5.5% | 1,948 | -6.5% | 0.48% | -9.3% |
| Q1 2021 | $542,000 | – | 2,083 | – | 0.54% | – |
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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% |