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 | $11,245,237 | -8.6% | 45,098 | -4.1% | 0.30% | -8.0% |
| Q2 2023 | $12,301,379 | +12.6% | 47,045 | +7.7% | 0.32% | +4.5% |
| Q1 2023 | $10,929,344 | +103603.8% | 43,689 | +0.3% | 0.31% | +2.0% |
| Q4 2022 | $10,539 | -99.9% | 43,569 | +0.9% | 0.30% | +3.8% |
| Q3 2022 | $9,470,000 | -5.0% | 43,193 | -1.9% | 0.29% | +4.3% |
| Q2 2022 | $9,965,000 | -14.9% | 44,049 | +1.0% | 0.28% | -1.1% |
| Q1 2022 | $11,703,000 | -11.9% | 43,612 | -7.0% | 0.28% | -9.8% |
| Q4 2021 | $13,278,000 | +16.1% | 46,905 | +7.9% | 0.32% | +6.8% |
| Q3 2021 | $11,434,000 | +6.7% | 43,461 | +9.0% | 0.30% | +5.4% |
| Q2 2021 | $10,717,000 | +3.5% | 39,880 | +0.2% | 0.28% | -2.1% |
| Q1 2021 | $10,356,000 | +21.3% | 39,785 | +7.1% | 0.29% | +4.0% |
| Q4 2020 | $8,536,000 | +23.2% | 37,141 | -0.7% | 0.28% | 0.0% |
| Q3 2020 | $6,930,000 | +8.2% | 37,395 | +3.8% | 0.28% | +2.6% |
| Q2 2020 | $6,404,000 | +24.6% | 36,015 | +0.8% | 0.27% | +12.6% |
| Q1 2020 | $5,140,000 | -33.6% | 35,730 | -5.0% | 0.24% | -17.4% |
| Q4 2019 | $7,743,000 | +6.5% | 37,619 | -0.1% | 0.29% | -9.1% |
| Q3 2019 | $7,272,000 | -2.3% | 37,639 | -1.8% | 0.32% | -5.1% |
| Q2 2019 | $7,444,000 | +10.6% | 38,320 | +7.8% | 0.33% | +9.5% |
| Q1 2019 | $6,732,000 | +15.3% | 35,547 | +1.1% | 0.30% | +8.5% |
| Q4 2018 | $5,841,000 | -11.0% | 35,176 | +7.9% | 0.28% | +11.1% |
| Q3 2018 | $6,562,000 | +3.2% | 32,598 | -0.1% | 0.25% | -8.3% |
| Q2 2018 | $6,358,000 | +5.5% | 32,639 | +1.6% | 0.28% | +1.8% |
| Q1 2018 | $6,024,000 | +12.3% | 32,113 | +13.6% | 0.27% | -5.2% |
| Q4 2017 | $5,366,000 | +7.9% | 28,276 | +1.7% | 0.29% | -0.7% |
| Q3 2017 | $4,972,000 | +11.3% | 27,793 | +8.2% | 0.29% | -0.3% |
| Q2 2017 | $4,467,000 | +72.5% | 25,680 | +69.8% | 0.29% | +65.1% |
| Q1 2017 | $2,589,000 | +68.8% | 15,120 | +63.0% | 0.18% | +56.2% |
| Q4 2016 | $1,534,000 | +238.6% | 9,276 | +216.7% | 0.11% | +143.5% |
| Q3 2016 | $453,000 | +8.6% | 2,929 | +5.0% | 0.05% | -6.1% |
| Q2 2016 | $417,000 | -16.6% | 2,789 | -19.6% | 0.05% | -19.7% |
| Q1 2016 | $500,000 | -51.3% | 3,471 | -52.1% | 0.06% | -9.0% |
| Q4 2015 | $1,027,000 | +122.3% | 7,246 | +114.3% | 0.07% | +13.6% |
| Q3 2015 | $462,000 | +11.6% | 3,382 | +22.5% | 0.06% | +20.4% |
| Q2 2015 | $414,000 | -1.0% | 2,761 | – | 0.05% | -3.9% |
| Q1 2015 | $418,000 | -8.9% | 0 | -100.0% | 0.05% | -8.9% |
| Q4 2014 | $459,000 | +36.2% | 3,170 | +28.8% | 0.06% | +30.2% |
| Q3 2014 | $337,000 | -4.3% | 2,462 | 0.0% | 0.04% | -6.5% |
| Q2 2014 | $352,000 | +2.0% | 2,462 | -2.0% | 0.05% | -6.1% |
| Q1 2014 | $345,000 | +2.7% | 2,512 | 0.0% | 0.05% | -3.9% |
| Q4 2013 | $336,000 | -6.7% | 2,512 | -13.3% | 0.05% | -17.7% |
| Q3 2013 | $360,000 | -94.5% | 2,897 | -94.9% | 0.06% | -94.4% |
| Q2 2013 | $6,506,000 | – | 56,325 | – | 1.12% | – |
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% |