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 | $642,076 | -4.6% | 2,575 | 0.0% | 0.05% | -7.1% |
| Q2 2023 | $673,311 | -6.6% | 2,575 | -10.6% | 0.06% | -15.2% |
| Q1 2023 | $720,711 | +54.5% | 2,881 | +49.4% | 0.07% | +32.0% |
| Q4 2022 | $466,364 | -7.1% | 1,928 | -15.7% | 0.05% | -20.6% |
| Q3 2022 | $502,000 | -23.0% | 2,288 | -20.6% | 0.06% | -38.2% |
| Q2 2022 | $652,000 | +12.0% | 2,881 | +32.8% | 0.10% | +47.8% |
| Q1 2022 | $582,000 | +13.7% | 2,170 | +19.9% | 0.07% | +50.0% |
| Q4 2021 | $512,000 | +68.4% | 1,810 | +56.6% | 0.05% | +48.4% |
| Q3 2021 | $304,000 | -2.3% | 1,156 | 0.0% | 0.03% | -3.1% |
| Q2 2021 | $311,000 | +3.3% | 1,156 | 0.0% | 0.03% | -11.1% |
| Q1 2021 | $301,000 | -98.0% | 1,156 | -98.5% | 0.04% | -99.2% |
| Q2 2018 | $14,896,000 | +5.9% | 76,477 | +2.0% | 4.42% | +4.2% |
| Q1 2018 | $14,062,000 | -2.0% | 74,967 | -0.8% | 4.24% | +8.7% |
| Q4 2017 | $14,347,000 | +7.8% | 75,600 | +1.6% | 3.90% | -3.7% |
| Q3 2017 | $13,314,000 | +4.1% | 74,422 | +1.2% | 4.05% | +0.6% |
| Q2 2017 | $12,793,000 | +19.5% | 73,546 | +17.6% | 4.03% | +10.1% |
| Q1 2017 | $10,704,000 | – | 62,515 | – | 3.66% | – |
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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% |