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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,505 | -67.3% | 30 | -68.4% | 0.00% | -66.7% |
| Q4 2022 | $22,980 | +228.3% | 95 | +216.7% | 0.00% | +200.0% |
| Q3 2022 | $7,000 | -22.2% | 30 | -23.1% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | +12.5% | 39 | +30.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -68.0% | 30 | -65.9% | 0.00% | -75.0% |
| Q4 2021 | $25,000 | +66.7% | 88 | +57.1% | 0.00% | +100.0% |
| Q3 2021 | $15,000 | +87.5% | 56 | +86.7% | 0.00% | +100.0% |
| Q2 2021 | $8,000 | 0.0% | 30 | 0.0% | 0.00% | -66.7% |
| Q1 2021 | $8,000 | +14.3% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 30 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | -85.4% | 30 | -87.0% | 0.00% | -88.9% |
| Q2 2020 | $41,000 | +925.0% | 230 | +666.7% | 0.02% | +800.0% |
| Q1 2020 | $4,000 | -99.1% | 30 | -98.6% | 0.00% | -98.8% |
| Q4 2019 | $436,000 | +6128.6% | 2,116 | +5945.7% | 0.17% | +5533.3% |
| Q3 2019 | $7,000 | -12.5% | 35 | -12.5% | 0.00% | -25.0% |
| Q2 2019 | $8,000 | +166.7% | 40 | +122.2% | 0.00% | +100.0% |
| Q2 2017 | $3,000 | -98.4% | 18 | -98.4% | 0.00% | -97.9% |
| Q4 2016 | $184,000 | +6033.3% | 1,114 | +4743.5% | 0.10% | +4700.0% |
| Q2 2015 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,000 | -76.9% | 23 | -76.3% | 0.00% | -75.0% |
| Q3 2014 | $13,000 | -7.1% | 97 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $14,000 | +100.0% | 97 | +86.5% | 0.01% | +60.0% |
| Q1 2014 | $7,000 | 0.0% | 52 | 0.0% | 0.01% | +25.0% |
| Q4 2013 | $7,000 | +250.0% | 52 | +225.0% | 0.00% | +100.0% |
| Q2 2013 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
| Q4 2012 | $2,000 | – | 16 | – | 0.00% | – |
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% |