ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,095,898 | +1.3% | 24,447 | +6.2% | 0.09% | 0.0% |
| Q2 2023 | $6,019,153 | +14.3% | 23,020 | +5.7% | 0.09% | -10.4% |
| Q1 2023 | $5,266,646 | 0.0% | 21,773 | 0.0% | 0.10% | 0.0% |
| Q4 2022 | $5,266,646 | +5.1% | 21,773 | -4.7% | 0.10% | -5.9% |
| Q3 2022 | $5,009,000 | +3.6% | 22,845 | +6.9% | 0.10% | +7.4% |
| Q2 2022 | $4,835,000 | +13.7% | 21,370 | +34.8% | 0.10% | +13.1% |
| Q1 2022 | $4,253,000 | +0.3% | 15,851 | +5.9% | 0.08% | +2.4% |
| Q4 2021 | $4,239,000 | +21.5% | 14,973 | +12.9% | 0.08% | +15.5% |
| Q3 2021 | $3,489,000 | -0.5% | 13,261 | +1.7% | 0.07% | -16.5% |
| Q2 2021 | $3,505,000 | +5.1% | 13,042 | +1.8% | 0.08% | -48.2% |
| Q1 2021 | $3,334,000 | +7.2% | 12,811 | -5.3% | 0.16% | +0.6% |
| Q4 2020 | $3,110,000 | +57.7% | 13,530 | +27.2% | 0.16% | +7.9% |
| Q3 2020 | $1,972,000 | -7.2% | 10,640 | -11.0% | 0.15% | -25.2% |
| Q2 2020 | $2,125,000 | +26.6% | 11,949 | +2.4% | 0.20% | +24.7% |
| Q1 2020 | $1,679,000 | -54.2% | 11,668 | -34.4% | 0.16% | -53.8% |
| Q4 2019 | $3,663,000 | +5.5% | 17,799 | -0.9% | 0.35% | -6.6% |
| Q3 2019 | $3,471,000 | -5.9% | 17,965 | -5.4% | 0.38% | -6.2% |
| Q2 2019 | $3,689,000 | -17.0% | 18,991 | -19.1% | 0.40% | -28.4% |
| Q1 2019 | $4,443,000 | +56.7% | 23,461 | +37.4% | 0.56% | +29.3% |
| Q4 2018 | $2,835,000 | +151.8% | 17,073 | +205.3% | 0.43% | +150.3% |
| Q3 2018 | $1,126,000 | +1.4% | 5,592 | -1.9% | 0.17% | -3.9% |
| Q2 2018 | $1,110,000 | +31.4% | 5,698 | +26.5% | 0.18% | +9.1% |
| Q1 2018 | $845,000 | -17.1% | 4,504 | -16.1% | 0.16% | -22.2% |
| Q4 2017 | $1,019,000 | +37.9% | 5,370 | +30.1% | 0.21% | +20.5% |
| Q3 2017 | $739,000 | +2.2% | 4,128 | -0.7% | 0.18% | +3.5% |
| Q2 2017 | $723,000 | +20.1% | 4,158 | +18.2% | 0.17% | -2.9% |
| Q1 2017 | $602,000 | +8.1% | 3,517 | +4.3% | 0.18% | -2.2% |
| Q4 2016 | $557,000 | +31.4% | 3,371 | +22.9% | 0.18% | +25.2% |
| Q3 2016 | $424,000 | +4.4% | 2,743 | +0.8% | 0.14% | +3.6% |
| Q2 2016 | $406,000 | +8.0% | 2,721 | +4.4% | 0.14% | +11.3% |
| Q1 2016 | $376,000 | -8.3% | 2,606 | -11.5% | 0.12% | -9.5% |
| Q4 2015 | $410,000 | +6.2% | 2,945 | +4.1% | 0.14% | +0.7% |
| Q3 2015 | $386,000 | -9.0% | 2,829 | 0.0% | 0.14% | -2.2% |
| Q2 2015 | $424,000 | +7.3% | 2,829 | +8.9% | 0.14% | -6.7% |
| Q1 2015 | $395,000 | +8.8% | 2,598 | +3.5% | 0.15% | +6.4% |
| Q4 2014 | $363,000 | +16.0% | 2,510 | +9.5% | 0.14% | +8.5% |
| Q3 2014 | $313,000 | -4.6% | 2,292 | 0.0% | 0.13% | -9.8% |
| Q2 2014 | $328,000 | +27.1% | 2,292 | +21.9% | 0.14% | +20.2% |
| Q1 2014 | $258,000 | +9.8% | 1,880 | +7.1% | 0.12% | +7.2% |
| Q4 2013 | $235,000 | – | 1,755 | – | 0.11% | – |
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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% |