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 | $6,825,957 | -14.2% | 27,375 | -10.0% | 1.40% | -10.7% |
| Q2 2023 | $7,951,607 | +8.7% | 30,410 | +4.0% | 1.57% | +5.0% |
| Q1 2023 | $7,316,180 | +4.1% | 29,246 | +0.7% | 1.49% | -0.2% |
| Q4 2022 | $7,026,904 | +12.6% | 29,050 | +2.1% | 1.50% | +11.1% |
| Q3 2022 | $6,238,000 | +2.7% | 28,450 | +5.9% | 1.35% | +8.5% |
| Q2 2022 | $6,076,000 | -10.4% | 26,856 | +6.3% | 1.24% | +1.0% |
| Q1 2022 | $6,779,000 | +2144.7% | 25,262 | +2267.6% | 1.23% | +2220.8% |
| Q4 2021 | $302,000 | +7.5% | 1,067 | 0.0% | 0.05% | +3.9% |
| Q3 2021 | $281,000 | -2.1% | 1,067 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $287,000 | +3.2% | 1,067 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $278,000 | +6.5% | 1,067 | -6.0% | 0.05% | -1.9% |
| Q4 2020 | $261,000 | +4.0% | 1,135 | -16.2% | 0.05% | +1.9% |
| Q3 2020 | $251,000 | +4.1% | 1,355 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $241,000 | +23.6% | 1,355 | 0.0% | 0.05% | +3.9% |
| Q1 2020 | $195,000 | -51.7% | 1,355 | -31.0% | 0.05% | -44.0% |
| Q4 2019 | $404,000 | +6.3% | 1,965 | 0.0% | 0.09% | -1.1% |
| Q3 2019 | $380,000 | +61.7% | 1,965 | +62.4% | 0.09% | +58.6% |
| Q2 2019 | $235,000 | +2.6% | 1,210 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $229,000 | +3.2% | 1,210 | -9.5% | 0.06% | -6.5% |
| Q4 2018 | $222,000 | -17.2% | 1,337 | +0.5% | 0.06% | -7.5% |
| Q3 2018 | $268,000 | +3.5% | 1,331 | 0.0% | 0.07% | -39.6% |
| Q2 2018 | $259,000 | -2.3% | 1,331 | -5.7% | 0.11% | -2.6% |
| Q1 2018 | $265,000 | -18.5% | 1,411 | -17.5% | 0.11% | -15.6% |
| Q4 2017 | $325,000 | +6.2% | 1,711 | 0.0% | 0.14% | +0.7% |
| Q3 2017 | $306,000 | -38.1% | 1,711 | -39.8% | 0.13% | -39.4% |
| Q2 2017 | $494,000 | +1.6% | 2,841 | 0.0% | 0.22% | -3.1% |
| Q1 2017 | $486,000 | +3.4% | 2,841 | 0.0% | 0.23% | -3.8% |
| Q4 2016 | $470,000 | +6.8% | 2,841 | 0.0% | 0.24% | +3.9% |
| Q3 2016 | $440,000 | – | 2,841 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |