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 | $2,274,935 | -11.5% | 9,124 | -7.2% | 0.47% | -8.7% |
| Q2 2023 | $2,570,993 | +4.8% | 9,831 | +0.2% | 0.52% | +4.0% |
| Q1 2023 | $2,453,043 | +3.8% | 9,807 | +0.4% | 0.50% | -0.4% |
| Q4 2022 | $2,363,533 | +10.9% | 9,772 | +0.4% | 0.50% | +0.2% |
| Q3 2022 | $2,132,000 | -29.8% | 9,730 | -14.1% | 0.50% | -9.9% |
| Q2 2022 | $3,039,000 | 0.0% | 11,325 | -0.0% | 0.56% | 0.0% |
| Q1 2022 | $3,039,000 | -28.4% | 11,328 | -24.5% | 0.56% | -24.9% |
| Q4 2021 | $4,246,000 | +8.0% | 15,004 | +0.4% | 0.74% | +0.7% |
| Q3 2021 | $3,933,000 | +0.8% | 14,950 | +2.9% | 0.73% | -1.2% |
| Q2 2021 | $3,903,000 | +3.5% | 14,524 | +0.3% | 0.74% | +14.1% |
| Q1 2021 | $3,770,000 | +20.2% | 14,485 | +6.2% | 0.65% | -5.4% |
| Q4 2020 | $3,136,000 | +24.4% | 13,640 | +0.3% | 0.69% | +8.9% |
| Q3 2020 | $2,520,000 | +5.5% | 13,602 | +0.5% | 0.63% | -3.2% |
| Q2 2020 | $2,389,000 | +22.7% | 13,539 | +0.1% | 0.65% | -1.5% |
| Q1 2020 | $1,947,000 | -29.7% | 13,532 | +0.5% | 0.66% | -8.3% |
| Q4 2019 | $2,770,000 | +7.6% | 13,459 | +1.1% | 0.72% | +15.7% |
| Q3 2019 | $2,574,000 | -14.2% | 13,318 | -13.8% | 0.62% | -14.0% |
| Q2 2019 | $3,001,000 | -7.6% | 15,446 | -9.9% | 0.73% | -13.6% |
| Q1 2019 | $3,247,000 | -9.0% | 17,146 | -20.2% | 0.84% | -19.8% |
| Q4 2018 | $3,568,000 | -17.8% | 21,492 | -0.3% | 1.05% | -9.7% |
| Q3 2018 | $4,339,000 | +3.8% | 21,557 | +0.4% | 1.16% | -1.6% |
| Q2 2018 | $4,182,000 | +7.6% | 21,467 | +3.6% | 1.18% | +7.4% |
| Q1 2018 | $3,888,000 | -11.7% | 20,729 | -10.7% | 1.10% | -11.5% |
| Q4 2017 | $4,404,000 | +6.4% | 23,206 | +0.3% | 1.24% | +0.7% |
| Q3 2017 | $4,140,000 | +3.6% | 23,146 | +0.7% | 1.23% | -0.2% |
| Q2 2017 | $3,998,000 | +2.3% | 22,987 | 0.0% | 1.23% | -1.4% |
| Q1 2017 | $3,909,000 | +18.9% | 22,987 | +15.6% | 1.25% | +9.4% |
| Q4 2016 | $3,288,000 | +8.5% | 19,887 | +1.5% | 1.14% | +4.9% |
| Q3 2016 | $3,031,000 | +32.8% | 19,593 | +28.3% | 1.09% | +25.1% |
| Q2 2016 | $2,282,000 | +4.1% | 15,274 | +0.4% | 0.87% | -3.3% |
| Q1 2016 | $2,193,000 | -62.2% | 15,211 | -63.5% | 0.90% | -60.9% |
| Q4 2015 | $5,809,000 | -8.3% | 41,697 | -10.1% | 2.31% | -14.7% |
| Q3 2015 | $6,336,000 | -5.9% | 46,382 | +3.3% | 2.70% | +5.6% |
| Q2 2015 | $6,734,000 | -0.9% | 44,897 | +0.3% | 2.56% | -3.3% |
| Q1 2015 | $6,792,000 | +5.3% | 44,755 | +0.4% | 2.65% | +4.2% |
| Q4 2014 | $6,451,000 | +6.2% | 44,579 | +0.4% | 2.54% | +3.8% |
| Q3 2014 | $6,072,000 | -4.2% | 44,408 | +0.3% | 2.45% | -5.9% |
| Q2 2014 | $6,335,000 | +4.3% | 44,279 | +0.2% | 2.60% | +2.0% |
| Q1 2014 | $6,075,000 | +3.0% | 44,189 | +0.2% | 2.55% | -4.5% |
| Q4 2013 | $5,899,000 | +8.4% | 44,084 | +0.6% | 2.67% | -6.4% |
| Q3 2013 | $5,442,000 | +8.1% | 43,838 | +0.5% | 2.86% | -9.5% |
| Q2 2013 | $5,036,000 | +1.9% | 43,601 | +0.2% | 3.16% | -13.3% |
| Q1 2013 | $4,944,000 | +52.6% | 43,527 | +36.6% | 3.64% | +21.2% |
| Q4 2012 | $3,240,000 | – | 31,860 | – | 3.00% | – |
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% |