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 | $783,209 | -4.6% | 3,141 | 0.0% | 0.10% | -3.7% |
| Q2 2023 | $821,309 | +19.0% | 3,141 | +13.8% | 0.11% | +12.4% |
| Q1 2023 | $690,442 | +346.0% | 2,760 | +331.2% | 0.10% | +304.2% |
| Q4 2022 | $154,810 | +13.8% | 640 | +3.2% | 0.02% | +4.3% |
| Q3 2022 | $136,000 | +2.3% | 620 | +5.8% | 0.02% | 0.0% |
| Q2 2022 | $133,000 | +280.0% | 586 | +347.3% | 0.02% | +360.0% |
| Q1 2022 | $35,000 | -55.7% | 131 | -76.2% | 0.01% | -76.2% |
| Q1 2020 | $79,000 | -95.1% | 551 | -93.0% | 0.02% | -94.0% |
| Q4 2019 | $1,617,000 | +5.3% | 7,856 | -1.2% | 0.35% | 0.0% |
| Q3 2019 | $1,536,000 | -2.8% | 7,951 | -2.3% | 0.35% | -4.6% |
| Q2 2019 | $1,581,000 | +3.1% | 8,140 | +0.5% | 0.37% | -0.8% |
| Q1 2019 | $1,534,000 | +5.2% | 8,100 | -7.7% | 0.37% | -9.6% |
| Q4 2018 | $1,458,000 | +235.2% | 8,780 | +306.5% | 0.41% | +277.8% |
| Q3 2018 | $435,000 | +2.8% | 2,160 | -0.6% | 0.11% | -1.8% |
| Q2 2018 | $423,000 | +1.9% | 2,174 | -1.8% | 0.11% | 0.0% |
| Q1 2018 | $415,000 | -6.1% | 2,214 | -4.9% | 0.11% | -8.3% |
| Q4 2017 | $442,000 | +8.9% | 2,327 | +2.5% | 0.12% | +5.3% |
| Q3 2017 | $406,000 | +2.8% | 2,270 | 0.0% | 0.11% | -2.6% |
| Q2 2017 | $395,000 | +1.5% | 2,270 | 0.0% | 0.12% | -4.1% |
| Q1 2017 | $389,000 | +1.3% | 2,270 | -2.2% | 0.12% | -11.6% |
| Q4 2016 | $384,000 | +12.9% | 2,320 | +5.7% | 0.14% | +12.2% |
| Q3 2016 | $340,000 | +3.7% | 2,195 | 0.0% | 0.12% | +3.4% |
| Q2 2016 | $328,000 | +3.8% | 2,195 | 0.0% | 0.12% | -7.0% |
| Q1 2016 | $316,000 | -10.7% | 2,195 | -13.7% | 0.13% | -8.6% |
| Q4 2015 | $354,000 | +58.7% | 2,542 | +56.0% | 0.14% | +38.6% |
| Q3 2015 | $223,000 | -7.9% | 1,629 | +0.8% | 0.10% | +3.1% |
| Q2 2015 | $242,000 | -0.4% | 1,616 | +1.0% | 0.10% | -3.9% |
| Q1 2015 | $243,000 | +4.7% | 1,600 | 0.0% | 0.10% | -2.9% |
| Q4 2014 | $232,000 | – | 1,600 | – | 0.10% | – |
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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% |