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 2022 | $1,713,000 | +1.4% | 7,813 | +4.6% | 0.32% | +26.7% |
| Q2 2022 | $1,689,000 | -22.1% | 7,467 | -7.6% | 0.25% | -7.7% |
| Q1 2022 | $2,169,000 | -1.8% | 8,082 | +3.6% | 0.27% | +8.8% |
| Q4 2021 | $2,208,000 | +2.6% | 7,799 | -2.6% | 0.25% | -12.3% |
| Q3 2021 | $2,153,000 | 0.0% | 8,010 | 0.0% | 0.28% | +0.4% |
| Q2 2021 | $2,153,000 | -0.9% | 8,010 | -4.0% | 0.28% | -5.0% |
| Q1 2021 | $2,172,000 | +14.2% | 8,345 | +0.8% | 0.30% | +15.4% |
| Q4 2020 | $1,902,000 | +22.9% | 8,275 | -1.0% | 0.26% | +9.3% |
| Q3 2020 | $1,548,000 | +11.9% | 8,355 | +7.4% | 0.24% | +4.9% |
| Q2 2020 | $1,383,000 | +37.2% | 7,780 | +11.1% | 0.23% | +14.1% |
| Q1 2020 | $1,008,000 | -33.0% | 7,005 | -4.1% | 0.20% | -14.3% |
| Q4 2019 | $1,504,000 | +2.9% | 7,305 | -3.4% | 0.23% | -3.3% |
| Q3 2019 | $1,462,000 | +31.1% | 7,565 | +31.8% | 0.24% | +23.2% |
| Q2 2019 | $1,115,000 | +2.6% | 5,740 | 0.0% | 0.19% | -3.5% |
| Q1 2019 | $1,087,000 | +10.2% | 5,740 | -3.4% | 0.20% | -1.0% |
| Q4 2018 | $986,000 | -17.6% | 5,940 | 0.0% | 0.20% | -2.9% |
| Q3 2018 | $1,196,000 | -31.9% | 5,940 | -34.1% | 0.21% | -37.4% |
| Q2 2018 | $1,756,000 | +58.6% | 9,015 | +52.8% | 0.33% | +56.1% |
| Q1 2018 | $1,107,000 | +0.7% | 5,900 | +1.9% | 0.21% | +1.4% |
| Q4 2017 | $1,099,000 | +5.9% | 5,790 | -0.2% | 0.21% | -4.1% |
| Q3 2017 | $1,038,000 | – | 5,800 | – | 0.22% | – |
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% |