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 | $2,080,327 | -12.7% | 8,343 | -8.5% | 0.02% | -5.3% |
| Q2 2023 | $2,383,129 | +4.5% | 9,114 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $2,279,958 | +3.4% | 9,114 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $2,204,585 | +1.2% | 9,114 | -8.3% | 0.02% | -5.0% |
| Q3 2022 | $2,179,000 | -7.0% | 9,938 | -4.1% | 0.02% | +5.3% |
| Q2 2022 | $2,344,000 | -17.3% | 10,359 | -1.9% | 0.02% | +11.8% |
| Q1 2022 | $2,833,000 | -14.5% | 10,558 | -9.8% | 0.02% | 0.0% |
| Q4 2021 | $3,312,000 | +24.1% | 11,700 | +15.3% | 0.02% | +6.2% |
| Q3 2021 | $2,669,000 | -2.1% | 10,147 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $2,727,000 | +3.1% | 10,147 | -0.1% | 0.02% | -5.9% |
| Q1 2021 | $2,644,000 | +9.2% | 10,157 | -3.6% | 0.02% | +13.3% |
| Q4 2020 | $2,422,000 | +11.6% | 10,538 | -10.0% | 0.02% | -6.2% |
| Q3 2020 | $2,170,000 | -0.2% | 11,711 | -4.2% | 0.02% | -5.9% |
| Q2 2020 | $2,174,000 | +23.6% | 12,226 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $1,759,000 | -30.1% | 12,226 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $2,516,000 | +2.2% | 12,226 | -4.0% | 0.02% | -5.0% |
| Q3 2019 | $2,461,000 | -0.5% | 12,738 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $2,474,000 | +2.5% | 12,738 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $2,413,000 | +22.0% | 12,738 | +7.0% | 0.02% | +17.6% |
| Q4 2018 | $1,978,000 | -30.8% | 11,910 | -16.1% | 0.02% | -10.5% |
| Q3 2018 | $2,857,000 | -0.1% | 14,194 | -3.3% | 0.02% | 0.0% |
| Q2 2018 | $2,860,000 | +0.4% | 14,684 | -3.3% | 0.02% | +171.4% |
| Q1 2018 | $2,848,000 | -1.2% | 15,185 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $2,882,000 | -1.0% | 15,185 | -6.7% | 0.01% | 0.0% |
| Q3 2017 | $2,910,000 | -0.7% | 16,268 | -3.4% | 0.01% | -12.5% |
| Q2 2017 | $2,930,000 | -3.3% | 16,843 | -4.9% | 0.01% | 0.0% |
| Q1 2017 | $3,031,000 | -0.5% | 17,703 | -3.9% | 0.01% | -11.1% |
| Q4 2016 | $3,046,000 | -3.1% | 18,424 | -9.3% | 0.01% | -10.0% |
| Q3 2016 | $3,142,000 | +0.4% | 20,310 | -3.1% | 0.01% | 0.0% |
| Q2 2016 | $3,131,000 | +3.6% | 20,956 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $3,022,000 | +3.5% | 20,956 | 0.0% | 0.01% | +25.0% |
| Q4 2015 | $2,921,000 | +2.0% | 20,956 | 0.0% | 0.01% | -11.1% |
| Q3 2015 | $2,863,000 | -13.1% | 20,956 | -4.6% | 0.01% | +12.5% |
| Q2 2015 | $3,295,000 | -10.8% | 21,968 | -9.6% | 0.01% | -11.1% |
| Q1 2015 | $3,692,000 | +2.2% | 24,294 | -2.7% | 0.01% | 0.0% |
| Q4 2014 | $3,614,000 | +2.9% | 24,958 | -2.8% | 0.01% | +12.5% |
| Q3 2014 | $3,512,000 | -29.1% | 25,683 | -25.9% | 0.01% | -38.5% |
| Q2 2014 | $4,956,000 | +53.7% | 34,639 | -11.6% | 0.01% | +44.4% |
| Q1 2014 | $3,224,000 | -43.9% | 39,168 | -8.8% | 0.01% | -47.1% |
| Q4 2013 | $5,747,000 | -5.1% | 42,931 | -12.0% | 0.02% | -22.7% |
| Q3 2013 | $6,059,000 | +3.4% | 48,808 | -3.8% | 0.02% | -12.0% |
| Q2 2013 | $5,859,000 | – | 50,722 | – | 0.02% | – |
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% |