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 | $59,852,927 | -0.9% | 240,036 | +3.9% | 4.84% | -0.8% |
| Q2 2023 | $60,424,577 | +8.4% | 231,087 | +3.7% | 4.88% | +1.6% |
| Q1 2023 | $55,750,934 | +7.6% | 222,861 | +4.1% | 4.80% | +5.7% |
| Q4 2022 | $51,803,637 | +16.3% | 214,162 | +5.5% | 4.54% | +3.9% |
| Q3 2022 | $44,526,000 | -3.2% | 203,075 | -0.1% | 4.37% | -2.8% |
| Q2 2022 | $46,010,000 | -18.8% | 203,375 | -3.7% | 4.50% | -6.6% |
| Q1 2022 | $56,661,000 | +0.2% | 211,152 | +5.7% | 4.81% | -0.9% |
| Q4 2021 | $56,524,000 | +14.2% | 199,676 | +6.1% | 4.86% | +5.0% |
| Q3 2021 | $49,508,000 | +3.3% | 188,193 | +5.5% | 4.62% | +0.6% |
| Q2 2021 | $47,937,000 | +7.6% | 178,383 | +4.2% | 4.60% | -0.2% |
| Q1 2021 | $44,556,000 | +22.0% | 171,184 | +7.7% | 4.61% | +9.3% |
| Q4 2020 | $36,522,000 | +42.3% | 158,907 | +14.7% | 4.22% | +22.1% |
| Q3 2020 | $25,665,000 | +10.7% | 138,498 | +6.2% | 3.45% | -2.6% |
| Q2 2020 | $23,183,000 | +9.1% | 130,374 | -11.7% | 3.54% | -18.2% |
| Q1 2020 | $21,246,000 | -60.1% | 147,680 | -43.0% | 4.33% | -50.3% |
| Q4 2019 | $53,293,000 | +14.2% | 258,929 | +7.2% | 8.72% | +4.3% |
| Q3 2019 | $46,680,000 | +5.0% | 241,576 | +5.6% | 8.36% | +1.2% |
| Q2 2019 | $44,438,000 | +6.0% | 228,755 | +3.3% | 8.26% | +1.0% |
| Q1 2019 | $41,928,000 | +11.6% | 221,373 | -2.2% | 8.17% | -3.4% |
| Q4 2018 | $37,578,000 | -12.7% | 226,291 | +5.8% | 8.46% | -3.9% |
| Q3 2018 | $43,040,000 | +5.6% | 213,820 | +2.2% | 8.81% | +0.5% |
| Q2 2018 | $40,739,000 | +9.8% | 209,155 | +5.8% | 8.77% | +5.4% |
| Q1 2018 | $37,096,000 | +3.8% | 197,773 | +5.0% | 8.32% | +6.5% |
| Q4 2017 | $35,753,000 | +11.9% | 188,389 | +5.5% | 7.81% | -0.6% |
| Q3 2017 | $31,939,000 | +13.3% | 178,532 | +10.2% | 7.86% | +4.6% |
| Q2 2017 | $28,185,000 | +15.7% | 162,030 | +13.8% | 7.52% | +11.2% |
| Q1 2017 | $24,368,000 | +13.8% | 142,323 | +9.9% | 6.76% | +4.1% |
| Q4 2016 | $21,408,000 | +32.4% | 129,477 | +23.9% | 6.50% | +33.4% |
| Q3 2016 | $16,172,000 | +35.1% | 104,534 | +30.4% | 4.87% | +25.8% |
| Q2 2016 | $11,971,000 | +81.1% | 80,135 | +74.8% | 3.87% | +63.4% |
| Q1 2016 | $6,611,000 | +41.5% | 45,851 | +36.7% | 2.37% | +35.6% |
| Q4 2015 | $4,672,000 | -18.2% | 33,537 | -19.8% | 1.75% | -22.0% |
| Q3 2015 | $5,709,000 | +15.3% | 41,794 | +26.6% | 2.24% | +15.0% |
| Q2 2015 | $4,950,000 | +27.2% | 33,003 | +28.9% | 1.95% | +21.7% |
| Q1 2015 | $3,891,000 | +34.2% | 25,600 | +27.8% | 1.60% | +32.8% |
| Q4 2014 | $2,900,000 | – | 20,034 | – | 1.20% | – |
Download | ||||||
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% |