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 | $6,358,358 | -6.2% | 25,500 | -1.6% | 0.84% | -1.9% |
| Q2 2023 | $6,777,230 | +5.8% | 25,919 | +1.3% | 0.86% | -2.1% |
| Q1 2023 | $6,403,029 | +104593.1% | 25,596 | +1.2% | 0.87% | -3.9% |
| Q4 2022 | $6,116 | -99.9% | 25,285 | -7.0% | 0.91% | -6.2% |
| Q3 2022 | $5,961,000 | +4.4% | 27,186 | +7.7% | 0.97% | +9.1% |
| Q2 2022 | $5,711,000 | -15.4% | 25,246 | +0.4% | 0.89% | -15.8% |
| Q1 2022 | $6,747,000 | -4.1% | 25,143 | +1.1% | 1.05% | +8.4% |
| Q4 2021 | $7,038,000 | +25.9% | 24,863 | +17.0% | 0.97% | +19.6% |
| Q3 2021 | $5,588,000 | -1.9% | 21,242 | +0.2% | 0.81% | -5.8% |
| Q2 2021 | $5,696,000 | +8.7% | 21,197 | +5.3% | 0.86% | +1.4% |
| Q1 2021 | $5,239,000 | +9.7% | 20,132 | -3.2% | 0.85% | +5.7% |
| Q4 2020 | $4,777,000 | +35.9% | 20,790 | +9.6% | 0.80% | +18.7% |
| Q3 2020 | $3,514,000 | +5.0% | 18,966 | +0.5% | 0.68% | -3.4% |
| Q2 2020 | $3,348,000 | +38.2% | 18,869 | +12.0% | 0.70% | +12.0% |
| Q1 2020 | $2,423,000 | -49.3% | 16,850 | -27.4% | 0.63% | -29.3% |
| Q4 2019 | $4,779,000 | +4.4% | 23,222 | -2.0% | 0.89% | -1.8% |
| Q3 2019 | $4,578,000 | -7.1% | 23,696 | -6.6% | 0.90% | -9.2% |
| Q2 2019 | $4,927,000 | -0.1% | 25,365 | -2.6% | 0.99% | -3.1% |
| Q1 2019 | $4,930,000 | +18.1% | 26,034 | +3.6% | 1.03% | +3.5% |
| Q4 2018 | $4,174,000 | -29.6% | 25,140 | -14.6% | 0.99% | -18.0% |
| Q3 2018 | $5,926,000 | +6.2% | 29,447 | +2.8% | 1.21% | -0.1% |
| Q2 2018 | $5,580,000 | +9.9% | 28,651 | +5.8% | 1.21% | +9.0% |
| Q1 2018 | $5,076,000 | -3.6% | 27,070 | -2.4% | 1.11% | -0.4% |
| Q4 2017 | $5,263,000 | +15.2% | 27,736 | +8.6% | 1.11% | +12.1% |
| Q3 2017 | $4,569,000 | +0.2% | 25,544 | -2.6% | 0.99% | 0.0% |
| Q2 2017 | $4,559,000 | +39.7% | 26,215 | +37.5% | 0.99% | +31.8% |
| Q1 2017 | $3,264,000 | +19.0% | 19,069 | +14.9% | 0.75% | +14.8% |
| Q4 2016 | $2,744,000 | +14.5% | 16,603 | +7.1% | 0.66% | +12.5% |
| Q3 2016 | $2,397,000 | +15.7% | 15,499 | +11.7% | 0.58% | +8.3% |
| Q2 2016 | $2,072,000 | +11.4% | 13,873 | +7.5% | 0.54% | +6.9% |
| Q1 2016 | $1,860,000 | +4.5% | 12,906 | +1.0% | 0.50% | -0.6% |
| Q4 2015 | $1,780,000 | +6.0% | 12,780 | +3.9% | 0.51% | +0.8% |
| Q3 2015 | $1,679,000 | -4.2% | 12,302 | +5.2% | 0.50% | +0.2% |
| Q2 2015 | $1,752,000 | +4.5% | 11,689 | +5.9% | 0.50% | +4.6% |
| Q1 2015 | $1,677,000 | +4.6% | 11,042 | -0.3% | 0.48% | -5.5% |
| Q4 2014 | $1,603,000 | +29.7% | 11,079 | +11.2% | 0.51% | -9.1% |
| Q3 2013 | $1,236,000 | +4.8% | 9,960 | -2.4% | 0.56% | +3.3% |
| Q2 2013 | $1,179,000 | 0.0% | 10,208 | 0.0% | 0.54% | 0.0% |
| Q1 2013 | $1,179,000 | – | 10,208 | – | 0.54% | – |
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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% |