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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,731,642 | -52.9% | 21,920 | -60.5% | 0.02% | -70.5% |
| Q3 2022 | $12,169,000 | +4.5% | 55,499 | +7.8% | 0.06% | -6.2% |
| Q2 2022 | $11,647,000 | +69.8% | 51,485 | +101.5% | 0.06% | +124.1% |
| Q1 2022 | $6,858,000 | -50.2% | 25,556 | -47.5% | 0.03% | -19.4% |
| Q4 2021 | $13,769,000 | +1.4% | 48,639 | -5.8% | 0.04% | -7.7% |
| Q3 2021 | $13,579,000 | -8.3% | 51,616 | -35.4% | 0.04% | -80.5% |
| Q3 2020 | $14,807,000 | +46.5% | 79,903 | +40.6% | 0.20% | +22.7% |
| Q2 2020 | $10,105,000 | +121.9% | 56,829 | +79.5% | 0.16% | +40.5% |
| Q1 2020 | $4,554,000 | -9.2% | 31,654 | +21.9% | 0.12% | +157.8% |
| Q3 2019 | $5,017,000 | +193.0% | 25,965 | +194.6% | 0.04% | +164.7% |
| Q2 2019 | $1,712,000 | -10.4% | 8,815 | -23.4% | 0.02% | -22.7% |
| Q4 2018 | $1,910,000 | -76.0% | 11,503 | -74.9% | 0.02% | -86.0% |
| Q2 2017 | $7,958,000 | +94.4% | 45,746 | +66.9% | 0.16% | -38.4% |
| Q2 2016 | $4,094,000 | – | 27,403 | – | 0.26% | – |
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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% |