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 | $665,756 | -26.9% | 2,821 | -22.5% | 0.24% | -35.8% |
| Q1 2023 | $911,083 | -3.2% | 3,642 | -6.4% | 0.37% | -16.8% |
| Q4 2022 | $941,678 | +62.4% | 3,893 | +47.1% | 0.45% | +14.4% |
| Q3 2022 | $580,000 | +39.1% | 2,646 | +43.4% | 0.39% | -7.8% |
| Q2 2022 | $417,000 | -16.1% | 1,845 | -0.4% | 0.42% | -7.4% |
| Q1 2022 | $497,000 | -6.6% | 1,853 | -1.4% | 0.46% | -0.4% |
| Q4 2021 | $532,000 | +7.7% | 1,879 | 0.0% | 0.46% | +1.1% |
| Q3 2021 | $494,000 | -90.2% | 1,879 | 0.0% | 0.45% | +8.6% |
| Q2 2021 | $5,049,000 | +854.4% | 1,879 | -7.6% | 0.42% | +6.9% |
| Q1 2021 | $529,000 | +13.3% | 2,034 | 0.0% | 0.39% | +8.0% |
| Q4 2020 | $467,000 | +23.9% | 2,034 | 0.0% | 0.36% | +12.8% |
| Q3 2020 | $377,000 | +4.1% | 2,034 | -82.9% | 0.32% | 0.0% |
| Q2 2020 | $362,000 | +23.5% | 11,922 | +486.1% | 0.32% | +3.9% |
| Q1 2020 | $293,000 | -28.4% | 2,034 | +2.3% | 0.31% | -13.9% |
| Q4 2019 | $409,000 | +7.1% | 1,989 | +0.7% | 0.36% | -1.9% |
| Q3 2019 | $382,000 | +3.2% | 1,975 | 0.0% | 0.37% | -2.7% |
| Q2 2019 | $370,000 | -4.9% | 1,975 | 0.0% | 0.38% | -7.2% |
| Q1 2019 | $389,000 | +10.8% | 1,975 | +3.1% | 0.40% | +3.3% |
| Q4 2018 | $351,000 | – | 1,915 | – | 0.39% | – |
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% |