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 | $884,634 | -7.4% | 3,548 | -2.9% | 0.05% | -12.9% |
| Q2 2023 | $955,647 | +9.8% | 3,655 | +5.0% | 0.06% | -22.5% |
| Q1 2023 | $870,523 | +6.5% | 3,480 | +3.0% | 0.08% | -41.2% |
| Q4 2022 | $817,031 | +14.1% | 3,378 | +3.5% | 0.14% | -9.9% |
| Q3 2022 | $716,000 | -5.3% | 3,265 | -2.3% | 0.15% | +15.3% |
| Q2 2022 | $756,000 | -23.4% | 3,342 | -9.1% | 0.13% | +29.7% |
| Q1 2022 | $987,000 | +11.4% | 3,678 | +17.5% | 0.10% | +18.8% |
| Q4 2021 | $886,000 | +1.3% | 3,129 | -5.9% | 0.08% | -45.5% |
| Q3 2021 | $875,000 | -26.1% | 3,325 | -24.5% | 0.16% | +17.3% |
| Q2 2021 | $1,184,000 | -0.3% | 4,404 | -3.5% | 0.13% | +9.0% |
| Q1 2021 | $1,188,000 | +2.7% | 4,566 | -9.3% | 0.12% | -22.8% |
| Q4 2020 | $1,157,000 | +19.3% | 5,036 | -3.8% | 0.16% | -44.0% |
| Q3 2020 | $970,000 | +115.6% | 5,235 | +107.0% | 0.28% | +63.0% |
| Q2 2020 | $450,000 | +28.6% | 2,529 | +4.1% | 0.17% | -2.3% |
| Q1 2020 | $350,000 | -31.4% | 2,430 | -1.9% | 0.18% | -35.6% |
| Q4 2019 | $510,000 | -4.7% | 2,477 | -10.5% | 0.28% | -34.1% |
| Q3 2019 | $535,000 | -52.4% | 2,767 | -52.2% | 0.42% | -54.0% |
| Q2 2019 | $1,124,000 | -15.4% | 5,789 | -27.6% | 0.91% | -41.7% |
| Q4 2018 | $1,328,000 | +17.6% | 8,000 | +42.6% | 1.55% | +89.7% |
| Q3 2018 | $1,129,000 | +12.2% | 5,611 | +8.6% | 0.82% | +0.5% |
| Q2 2018 | $1,006,000 | -4.1% | 5,167 | -7.6% | 0.82% | +0.4% |
| Q1 2018 | $1,049,000 | +22.5% | 5,595 | +24.0% | 0.81% | +13.6% |
| Q4 2017 | $856,000 | – | 4,511 | – | 0.72% | – |
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% |