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 | $39,187 | -3.3% | 157,158 | +1.4% | 5.98% | -1.3% |
| Q2 2023 | $40,528 | +4.4% | 154,995 | -0.1% | 6.05% | -4.3% |
| Q1 2023 | $38,820 | +3.8% | 155,181 | +0.4% | 6.33% | +0.6% |
| Q4 2022 | $37,386 | -99.9% | 154,558 | -0.6% | 6.29% | -1.3% |
| Q3 2022 | $34,078,000 | -5.0% | 155,421 | -0.8% | 6.37% | +4.5% |
| Q2 2022 | $35,880,000 | -15.2% | 156,649 | +0.0% | 6.09% | -1.5% |
| Q1 2022 | $42,298,000 | -3.4% | 156,614 | +1.2% | 6.18% | -7.4% |
| Q4 2021 | $43,800,000 | +6.3% | 154,719 | +0.3% | 6.68% | +5.0% |
| Q3 2021 | $41,219,000 | +1.6% | 154,183 | +3.0% | 6.36% | -0.9% |
| Q2 2021 | $40,586,000 | +5.4% | 149,685 | +1.2% | 6.42% | -3.5% |
| Q1 2021 | $38,514,000 | +13.4% | 147,971 | +0.1% | 6.65% | +6.0% |
| Q4 2020 | $33,972,000 | +23.2% | 147,814 | +0.6% | 6.27% | +13.6% |
| Q3 2020 | $27,581,000 | +8.1% | 146,887 | +1.7% | 5.52% | -2.4% |
| Q2 2020 | $25,503,000 | +494.9% | 144,500 | +356.5% | 5.66% | +405.5% |
| Q1 2020 | $4,287,000 | -88.9% | 31,652 | -83.1% | 1.12% | -84.5% |
| Q4 2019 | $38,652,000 | +7.4% | 187,794 | -1.1% | 7.20% | +5.6% |
| Q3 2019 | $35,982,000 | -3.3% | 189,788 | -0.9% | 6.81% | -9.3% |
| Q2 2019 | $37,215,000 | -8.6% | 191,573 | -10.9% | 7.51% | -0.2% |
| Q1 2019 | $40,718,000 | +20.1% | 214,982 | +5.3% | 7.52% | +1.3% |
| Q4 2018 | $33,896,000 | -17.8% | 204,118 | -1.2% | 7.43% | -4.6% |
| Q3 2018 | $41,255,000 | +7.8% | 206,524 | +5.1% | 7.78% | -2.9% |
| Q2 2018 | $38,261,000 | +10.6% | 196,430 | +4.0% | 8.01% | +4.5% |
| Q1 2018 | $34,595,000 | -4.0% | 188,870 | -0.6% | 7.67% | -4.1% |
| Q4 2017 | $36,047,000 | +10.0% | 189,940 | +3.7% | 8.00% | +2.3% |
| Q3 2017 | $32,781,000 | +6.6% | 183,239 | +4.3% | 7.82% | -2.9% |
| Q2 2017 | $30,753,000 | +13.5% | 175,612 | +11.0% | 8.06% | -3.8% |
| Q1 2017 | $27,092,000 | +5.5% | 158,229 | +1.9% | 8.37% | -10.1% |
| Q4 2016 | $25,679,000 | +8.5% | 155,310 | +1.5% | 9.32% | +14.9% |
| Q3 2016 | $23,669,000 | +4.8% | 152,989 | +1.2% | 8.11% | +0.8% |
| Q2 2016 | $22,590,000 | +5.5% | 151,212 | +1.9% | 8.05% | +0.3% |
| Q1 2016 | $21,403,000 | -51.8% | 148,436 | -53.4% | 8.02% | -50.2% |
| Q4 2015 | $44,410,000 | -0.3% | 318,760 | -2.2% | 16.10% | -11.4% |
| Q3 2015 | $44,539,000 | -5.7% | 326,031 | +3.6% | 18.17% | -2.1% |
| Q2 2015 | $47,214,000 | +0.8% | 314,805 | +1.8% | 18.57% | -0.3% |
| Q1 2015 | $46,848,000 | +4.7% | 309,288 | +0.1% | 18.62% | -1.5% |
| Q4 2014 | $44,744,000 | +9.0% | 309,008 | +3.0% | 18.89% | +5.1% |
| Q3 2014 | $41,039,000 | +170895.8% | 300,124 | +177488.2% | 17.97% | +138146.2% |
| Q2 2014 | $24,000 | -99.9% | 169 | -99.9% | 0.01% | -99.9% |
| Q1 2014 | $39,026,000 | +11.3% | 281,978 | +7.7% | 18.54% | +1.2% |
| Q4 2013 | $35,050,000 | – | 261,939 | – | 18.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |