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 | $28,807,815 | +1.0% | 115,532 | +5.9% | 0.32% | -1.2% |
| Q2 2023 | $28,524,547 | +7.1% | 109,089 | +2.4% | 0.33% | 0.0% |
| Q1 2023 | $26,637,896 | +9.4% | 106,483 | +5.8% | 0.33% | +0.3% |
| Q4 2022 | $24,344,051 | +25.9% | 100,641 | +14.2% | 0.32% | +9.4% |
| Q3 2022 | $19,329,000 | -1.2% | 88,157 | +2.0% | 0.30% | +0.7% |
| Q2 2022 | $19,556,000 | +0.4% | 86,443 | +19.3% | 0.30% | +10.1% |
| Q1 2022 | $19,482,000 | +22.3% | 72,456 | +28.8% | 0.27% | +11.7% |
| Q4 2021 | $15,927,000 | +12.1% | 56,244 | +4.4% | 0.24% | +1.3% |
| Q3 2021 | $14,209,000 | +10.7% | 53,854 | +13.0% | 0.24% | +1.7% |
| Q2 2021 | $12,831,000 | +8.1% | 47,665 | +4.8% | 0.23% | -8.6% |
| Q1 2021 | $11,873,000 | +36.1% | 45,494 | +19.9% | 0.26% | +23.2% |
| Q4 2020 | $8,721,000 | -53.9% | 37,951 | -62.8% | 0.21% | -31.7% |
| Q3 2020 | $18,902,000 | +115.7% | 101,988 | +106.8% | 0.30% | +19.8% |
| Q2 2020 | $8,765,000 | +21.5% | 49,309 | -1.6% | 0.25% | +17.7% |
| Q1 2020 | $7,212,000 | -48.0% | 50,120 | -25.6% | 0.22% | -33.2% |
| Q4 2019 | $13,873,000 | +178.0% | 67,374 | +160.9% | 0.32% | +59.4% |
| Q3 2019 | $4,991,000 | +16.2% | 25,822 | +16.8% | 0.20% | +6.9% |
| Q2 2019 | $4,294,000 | +41.1% | 22,102 | +37.5% | 0.19% | +16.7% |
| Q1 2019 | $3,044,000 | +32.8% | 16,074 | +16.5% | 0.16% | -57.9% |
| Q4 2018 | $2,292,000 | – | 13,802 | – | 0.38% | – |
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% |