ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,821,568 | +89.4% | 308,149 | +98.6% | 0.02% | +83.3% |
| Q2 2023 | $40,567,064 | +2.4% | 155,143 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $39,629,597 | +1.6% | 158,416 | -1.7% | 0.01% | -7.7% |
| Q4 2022 | $38,989,846 | +2.6% | 161,188 | -7.0% | 0.01% | -7.1% |
| Q3 2022 | $38,005,000 | -1.1% | 173,337 | +2.0% | 0.01% | +7.7% |
| Q2 2022 | $38,427,000 | -15.0% | 169,857 | +0.9% | 0.01% | -7.1% |
| Q1 2022 | $45,191,000 | +5.3% | 168,408 | +11.1% | 0.01% | +7.7% |
| Q4 2021 | $42,918,000 | +5.3% | 151,611 | -2.2% | 0.01% | 0.0% |
| Q3 2021 | $40,775,000 | -4.6% | 154,999 | -2.5% | 0.01% | -7.1% |
| Q2 2021 | $42,721,000 | -10.2% | 158,976 | -13.0% | 0.01% | -17.6% |
| Q1 2021 | $47,566,000 | +6.8% | 182,750 | -5.7% | 0.02% | -5.6% |
| Q4 2020 | $44,519,000 | -5.8% | 193,707 | -24.1% | 0.02% | -18.2% |
| Q3 2020 | $47,283,000 | -45.5% | 255,158 | -47.7% | 0.02% | -47.6% |
| Q2 2020 | $86,759,000 | – | 487,903 | – | 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% |