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 | $98,776 | -4.6% | 396 | 0.0% | 0.08% | -1.3% |
| Q2 2023 | $103,581 | +4.5% | 396 | 0.0% | 0.08% | +1.3% |
| Q1 2023 | $99,097 | +3.4% | 396 | 0.0% | 0.08% | -1.3% |
| Q4 2022 | $95,821 | +10.1% | 396 | 0.0% | 0.08% | +5.6% |
| Q3 2022 | $87,000 | -3.3% | 396 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $90,000 | -15.1% | 396 | 0.0% | 0.07% | +2.9% |
| Q1 2022 | $106,000 | -5.4% | 396 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $112,000 | +7.7% | 396 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $104,000 | -1.9% | 396 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $106,000 | +2.9% | 396 | 0.0% | 0.07% | -8.0% |
| Q1 2021 | $103,000 | +13.2% | 396 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $91,000 | +24.7% | 396 | +0.5% | 0.08% | +11.9% |
| Q3 2020 | $73,000 | +4.3% | 394 | +0.3% | 0.07% | +4.7% |
| Q2 2020 | $70,000 | +25.0% | 393 | +1.0% | 0.06% | +8.5% |
| Q1 2020 | $56,000 | -30.0% | 389 | 0.0% | 0.06% | -18.1% |
| Q4 2019 | $80,000 | +6.7% | 389 | +0.8% | 0.07% | -2.7% |
| Q3 2019 | $75,000 | 0.0% | 386 | 0.0% | 0.07% | -1.3% |
| Q2 2019 | $75,000 | +2.7% | 386 | +0.5% | 0.08% | +2.7% |
| Q1 2019 | $73,000 | +14.1% | 384 | +0.5% | 0.07% | +5.8% |
| Q4 2018 | $64,000 | -16.9% | 382 | +0.5% | 0.07% | -5.5% |
| Q3 2018 | $77,000 | +4.1% | 380 | +0.5% | 0.07% | +5.8% |
| Q2 2018 | $74,000 | +4.2% | 378 | 0.0% | 0.07% | +6.2% |
| Q1 2018 | $71,000 | -1.4% | 378 | +0.3% | 0.06% | +4.8% |
| Q4 2017 | $72,000 | – | 377 | – | 0.06% | – |
Download | ||||||
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% |