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 | $5,682,548 | +7.6% | 22,789 | +12.8% | 0.10% | +9.9% |
| Q2 2023 | $5,282,153 | -18.4% | 20,201 | -21.9% | 0.09% | -36.8% |
| Q1 2023 | $6,474,367 | +4.2% | 25,881 | +0.8% | 0.14% | -5.9% |
| Q4 2022 | $6,211,994 | +32.7% | 25,681 | +20.3% | 0.15% | +3.4% |
| Q3 2022 | $4,680,000 | -17.2% | 21,343 | -14.5% | 0.15% | -7.5% |
| Q2 2022 | $5,651,000 | -22.5% | 24,973 | -8.0% | 0.16% | -12.1% |
| Q1 2022 | $7,288,000 | +15.5% | 27,156 | +21.8% | 0.18% | +5.8% |
| Q4 2021 | $6,310,000 | +165.5% | 22,291 | +146.7% | 0.17% | -28.9% |
| Q3 2021 | $2,377,000 | -57.7% | 9,037 | -56.8% | 0.24% | +18.0% |
| Q2 2021 | $5,620,000 | +16.4% | 20,915 | +12.8% | 0.20% | +1.5% |
| Q1 2021 | $4,828,000 | +21.2% | 18,547 | +7.0% | 0.20% | +11.0% |
| Q4 2020 | $3,984,000 | +25.1% | 17,336 | +0.9% | 0.18% | +8.3% |
| Q3 2020 | $3,184,000 | +5.2% | 17,184 | +1.0% | 0.17% | -6.1% |
| Q2 2020 | $3,026,000 | +24.4% | 17,015 | +0.7% | 0.18% | -0.6% |
| Q1 2020 | $2,432,000 | -26.3% | 16,905 | +5.4% | 0.18% | -14.3% |
| Q4 2019 | $3,301,000 | +22.5% | 16,038 | +15.0% | 0.21% | +7.7% |
| Q3 2019 | $2,695,000 | -7.4% | 13,948 | -6.9% | 0.20% | -9.7% |
| Q2 2019 | $2,909,000 | +17.6% | 14,974 | +14.6% | 0.22% | +6.4% |
| Q1 2019 | $2,474,000 | +24.6% | 13,064 | +9.3% | 0.20% | -11.7% |
| Q4 2018 | $1,985,000 | -16.6% | 11,953 | +1.0% | 0.23% | -3.0% |
| Q3 2018 | $2,381,000 | +2.7% | 11,830 | -0.6% | 0.24% | -4.0% |
| Q2 2018 | $2,319,000 | +3.3% | 11,905 | -0.5% | 0.25% | +4.7% |
| Q1 2018 | $2,244,000 | +4.1% | 11,965 | +5.4% | 0.24% | +4.0% |
| Q4 2017 | $2,155,000 | +7.4% | 11,353 | +1.2% | 0.23% | -4.6% |
| Q3 2017 | $2,007,000 | -0.6% | 11,217 | -3.4% | 0.24% | -4.8% |
| Q2 2017 | $2,020,000 | +9.6% | 11,612 | +7.9% | 0.25% | +6.8% |
| Q1 2017 | $1,843,000 | +0.6% | 10,766 | -2.9% | 0.23% | -10.7% |
| Q4 2016 | $1,832,000 | +19.5% | 11,083 | +11.8% | 0.26% | -8.4% |
| Q3 2016 | $1,533,000 | -17.0% | 9,910 | -19.8% | 0.29% | -44.8% |
| Q2 2016 | $1,847,000 | -2.0% | 12,364 | -5.4% | 0.52% | -14.9% |
| Q1 2016 | $1,884,000 | +85.3% | 13,066 | +79.0% | 0.61% | +48.5% |
| Q4 2015 | $1,017,000 | +55.5% | 7,301 | +52.4% | 0.41% | +44.4% |
| Q3 2015 | $654,000 | -5.9% | 4,790 | +3.3% | 0.28% | -3.4% |
| Q2 2015 | $695,000 | -1.1% | 4,635 | +0.3% | 0.29% | -8.7% |
| Q1 2015 | $703,000 | +3.5% | 4,623 | -1.4% | 0.32% | -30.6% |
| Q4 2014 | $679,000 | -1.7% | 4,688 | -7.3% | 0.46% | -3.1% |
| Q3 2014 | $691,000 | +2.2% | 5,055 | +7.1% | 0.48% | -6.8% |
| Q2 2014 | $676,000 | +8.9% | 4,722 | +4.5% | 0.51% | -0.6% |
| Q1 2014 | $621,000 | -3.1% | 4,520 | -5.6% | 0.52% | -2.5% |
| Q4 2013 | $641,000 | – | 4,787 | – | 0.53% | – |
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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% |