ClearBridge Investments - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
ClearBridge Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$539,344
-4.6%
2,1630.0%0.00%0.0%
Q2 2023$565,581
+4.5%
2,1630.0%0.00%0.0%
Q1 2023$541,096
-5.9%
2,163
-9.0%
0.00%0.0%
Q4 2022$574,973
+10.8%
2,377
+0.4%
0.00%0.0%
Q3 2022$519,000
-3.0%
2,3670.0%0.00%
Q2 2022$535,000
-14.4%
2,367
+1.6%
0.00%
Q1 2022$625,000
+70.8%
2,330
+80.3%
0.00%
Q4 2021$366,000
-30.0%
1,292
-35.0%
0.00%
Q3 2021$523,000
+4.2%
1,987
+6.4%
0.00%
Q2 2021$502,000
+3.3%
1,8680.0%0.00%
Q1 2021$486,000
+17.4%
1,868
+3.6%
0.00%
Q4 2020$414,000
+75.4%
1,803
+41.3%
0.00%
Q3 2020$236,000
+26.2%
1,276
+21.2%
0.00%
Q2 2020$187,000
+70.0%
1,053
+37.6%
0.00%
Q1 2020$110,000
-2.7%
765
+39.1%
0.00%
Q4 2019$113,000
+6.6%
5500.0%0.00%
Q3 2019$106,000
+107.8%
550
+111.5%
0.00%
Q2 2019$51,000
+183.3%
260
+108.0%
0.00%
Q4 2014$18,0001250.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders