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 | $590,960 | -4.6% | 2,370 | 0.0% | 0.03% | -8.8% |
| Q2 2023 | $619,708 | +3.8% | 2,370 | -0.7% | 0.03% | -2.9% |
| Q1 2023 | $596,882 | +3.4% | 2,386 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $577,150 | +9.7% | 2,386 | -0.6% | 0.04% | -2.8% |
| Q3 2022 | $526,000 | -3.1% | 2,401 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $543,000 | -15.7% | 2,401 | 0.0% | 0.04% | -5.3% |
| Q1 2022 | $644,000 | +16.5% | 2,401 | +14.3% | 0.04% | +8.6% |
| Q4 2021 | $553,000 | 0.0% | 2,101 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $553,000 | -2.3% | 2,101 | -0.2% | 0.04% | -2.8% |
| Q2 2021 | $566,000 | +3.3% | 2,106 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $548,000 | +13.2% | 2,106 | 0.0% | 0.04% | -11.9% |
| Q4 2020 | $484,000 | +24.1% | 2,106 | 0.0% | 0.04% | +5.0% |
| Q3 2020 | $390,000 | +4.3% | 2,106 | 0.0% | 0.04% | -4.8% |
| Q2 2020 | $374,000 | +23.4% | 2,106 | 0.0% | 0.04% | +2.4% |
| Q1 2020 | $303,000 | -29.7% | 2,106 | +0.5% | 0.04% | -14.6% |
| Q4 2019 | $431,000 | +6.4% | 2,095 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $405,000 | -0.5% | 2,095 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $407,000 | +2.5% | 2,095 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $397,000 | +13.8% | 2,095 | -0.3% | 0.05% | 0.0% |
| Q4 2018 | $349,000 | -16.9% | 2,101 | +0.8% | 0.05% | -7.1% |
| Q3 2018 | $420,000 | +13.2% | 2,085 | +9.4% | 0.06% | +5.7% |
| Q2 2018 | $371,000 | +3.9% | 1,905 | 0.0% | 0.05% | +1.9% |
| Q1 2018 | $357,000 | -6.5% | 1,905 | -5.2% | 0.05% | -5.5% |
| Q4 2017 | $382,000 | +12.0% | 2,010 | +5.5% | 0.06% | +5.8% |
| Q3 2017 | $341,000 | +3.0% | 1,905 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $331,000 | +1.5% | 1,905 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $326,000 | +3.5% | 1,905 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $315,000 | +6.8% | 1,905 | 0.0% | 0.05% | -1.9% |
| Q3 2016 | $295,000 | +3.5% | 1,905 | 0.0% | 0.05% | +3.9% |
| Q2 2016 | $285,000 | +3.6% | 1,905 | 0.0% | 0.05% | -3.8% |
| Q1 2016 | $275,000 | +3.8% | 1,905 | 0.0% | 0.05% | -7.0% |
| Q4 2015 | $265,000 | +1.9% | 1,905 | 0.0% | 0.06% | -8.1% |
| Q3 2015 | $260,000 | -11.9% | 1,905 | -3.1% | 0.06% | -7.5% |
| Q2 2015 | $295,000 | -1.3% | 1,965 | 0.0% | 0.07% | -2.9% |
| Q1 2015 | $299,000 | +11.6% | 1,965 | +6.2% | 0.07% | +6.2% |
| Q4 2014 | $268,000 | +5.9% | 1,850 | 0.0% | 0.06% | +1.6% |
| Q3 2014 | $253,000 | -4.5% | 1,850 | 0.0% | 0.06% | 0.0% |
| Q2 2014 | $265,000 | +4.3% | 1,850 | 0.0% | 0.06% | +3.2% |
| Q1 2014 | $254,000 | +2.4% | 1,850 | 0.0% | 0.06% | +3.3% |
| Q4 2013 | $248,000 | +7.8% | 1,850 | 0.0% | 0.06% | 0.0% |
| Q3 2013 | $230,000 | – | 1,850 | – | 0.06% | – |
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% |