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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $104,595 | +11.7% | 377 | +0.3% | 0.03% | 0.0% |
| Q3 2023 | $93,652 | -4.6% | 376 | +0.3% | 0.03% | 0.0% |
| Q2 2023 | $98,208 | +4.7% | 375 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $93,810 | +3.4% | 375 | 0.0% | 0.03% | +4.0% |
| Q4 2022 | $90,708 | +10.6% | 375 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $82,000 | -2.4% | 375 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $84,000 | -16.0% | 375 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $100,000 | -5.7% | 375 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $106,000 | +8.2% | 375 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $98,000 | -2.0% | 375 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $100,000 | +3.1% | 375 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $97,000 | +12.8% | 375 | 0.0% | 0.02% | +20.0% |
| Q4 2020 | $86,000 | +24.6% | 375 | 0.0% | 0.02% | +17.6% |
| Q3 2020 | $69,000 | +4.5% | 375 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $66,000 | +135.7% | 375 | +87.5% | 0.02% | +125.0% |
| Q1 2020 | $28,000 | -31.7% | 200 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $41,000 | +7.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | -2.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | +18.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $33,000 | -17.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $40,000 | +5.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $38,000 | +2.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $37,000 | -38.3% | 200 | -41.2% | 0.01% | -35.7% |
| Q3 2017 | $60,000 | +3.4% | 340 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $58,000 | 0.0% | 340 | 0.0% | 0.01% | -6.7% |
| Q1 2017 | $58,000 | +3.6% | 340 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $56,000 | +7.7% | 340 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $52,000 | +79.3% | 340 | +70.0% | 0.02% | +87.5% |
| Q2 2016 | $29,000 | – | 200 | – | 0.01% | – |
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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% |