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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $14,716 | +164.0% | 52,584 | +136.3% | 0.24% | +139.0% |
| Q3 2023 | $5,574 | +4.5% | 22,251 | +9.1% | 0.10% | +8.7% |
| Q2 2023 | $5,332 | +3.2% | 20,391 | -1.3% | 0.09% | -8.0% |
| Q1 2023 | $5,166 | +11.4% | 20,651 | +7.7% | 0.10% | +7.5% |
| Q4 2022 | $4,636 | -99.9% | 19,167 | +3.3% | 0.09% | +6.9% |
| Q3 2022 | $4,069,000 | +3.6% | 18,559 | +6.9% | 0.09% | +8.8% |
| Q2 2022 | $3,928,000 | -6.2% | 17,365 | +11.3% | 0.08% | +9.6% |
| Q1 2022 | $4,186,000 | -3.0% | 15,599 | +2.3% | 0.07% | 0.0% |
| Q4 2021 | $4,316,000 | +19.7% | 15,247 | +11.3% | 0.07% | +5.8% |
| Q3 2021 | $3,605,000 | +8.0% | 13,703 | +10.4% | 0.07% | +7.8% |
| Q2 2021 | $3,337,000 | +14.6% | 12,416 | +11.0% | 0.06% | +8.5% |
| Q1 2021 | $2,913,000 | +55.8% | 11,190 | +37.5% | 0.06% | +47.5% |
| Q4 2020 | $1,870,000 | +26.2% | 8,137 | +1.8% | 0.04% | +14.3% |
| Q3 2020 | $1,482,000 | +17.0% | 7,996 | +12.2% | 0.04% | +6.1% |
| Q2 2020 | $1,267,000 | +62.9% | 7,125 | +31.8% | 0.03% | +37.5% |
| Q1 2020 | $778,000 | -23.9% | 5,405 | +2.2% | 0.02% | -11.1% |
| Q3 2019 | $1,022,000 | +18.6% | 5,291 | +19.3% | 0.03% | -15.6% |
| Q2 2019 | $862,000 | +2.6% | 4,435 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $840,000 | +12.6% | 4,435 | -1.3% | 0.03% | 0.0% |
| Q4 2018 | $746,000 | -33.6% | 4,492 | -19.6% | 0.03% | -23.8% |
| Q3 2018 | $1,124,000 | +91.5% | 5,584 | +85.1% | 0.04% | +75.0% |
| Q2 2018 | $587,000 | +14.6% | 3,016 | +10.5% | 0.02% | +14.3% |
| Q1 2018 | $512,000 | -19.6% | 2,729 | -18.6% | 0.02% | -16.0% |
| Q4 2017 | $637,000 | +0.2% | 3,354 | -5.6% | 0.02% | -7.4% |
| Q3 2017 | $636,000 | +12.4% | 3,554 | +9.2% | 0.03% | +8.0% |
| Q2 2017 | $566,000 | +18.4% | 3,254 | +16.7% | 0.02% | +13.6% |
| Q1 2017 | $478,000 | +3.7% | 2,789 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $461,000 | +7.0% | 2,789 | 0.0% | 0.02% | +4.8% |
| Q3 2016 | $431,000 | -4.9% | 2,789 | -7.9% | 0.02% | -4.5% |
| Q2 2016 | $453,000 | +17.4% | 3,029 | +13.2% | 0.02% | +15.8% |
| Q1 2016 | $386,000 | -3.7% | 2,676 | -7.0% | 0.02% | -9.5% |
| Q4 2015 | $401,000 | +2.0% | 2,876 | 0.0% | 0.02% | -4.5% |
| Q3 2015 | $393,000 | -8.8% | 2,876 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $431,000 | -1.4% | 2,876 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $437,000 | +4.0% | 2,876 | -0.9% | 0.02% | +10.0% |
| Q4 2014 | $420,000 | +5.8% | 2,901 | 0.0% | 0.02% | +5.3% |
| Q3 2014 | $397,000 | -5.9% | 2,901 | -1.5% | 0.02% | -5.0% |
| Q2 2014 | $422,000 | +11.3% | 2,946 | +6.9% | 0.02% | +5.3% |
| Q1 2014 | $379,000 | -0.8% | 2,756 | -3.5% | 0.02% | 0.0% |
| Q4 2013 | $382,000 | +14.4% | 2,856 | +6.2% | 0.02% | +5.6% |
| Q3 2013 | $334,000 | +7.7% | 2,688 | 0.0% | 0.02% | +5.9% |
| Q2 2013 | $310,000 | – | 2,688 | – | 0.02% | – |
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% |