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 2022 | $2,910,000 | +4.4% | 13,271 | +7.7% | 0.47% | +9.3% |
| Q2 2022 | $2,787,000 | -3.1% | 12,317 | +14.9% | 0.43% | +11.7% |
| Q1 2022 | $2,876,000 | -4.2% | 10,717 | +1.1% | 0.38% | +1.1% |
| Q4 2021 | $3,001,000 | -17.8% | 10,602 | -23.6% | 0.38% | -26.4% |
| Q3 2021 | $3,650,000 | +24.4% | 13,874 | +27.1% | 0.52% | +18.9% |
| Q2 2021 | $2,933,000 | +2.6% | 10,913 | -0.7% | 0.43% | -7.9% |
| Q1 2021 | $2,860,000 | -45.5% | 10,988 | -51.8% | 0.47% | +4.0% |
| Q4 2020 | $5,244,000 | +145.7% | 22,816 | +98.1% | 0.45% | +8.1% |
| Q3 2020 | $2,134,000 | +4.3% | 11,518 | +0.1% | 0.42% | -4.8% |
| Q2 2020 | $2,046,000 | -41.6% | 11,506 | -52.7% | 0.44% | -8.1% |
| Q1 2020 | $3,502,000 | +44.5% | 24,350 | +106.8% | 0.48% | -17.6% |
| Q4 2019 | $2,424,000 | -46.2% | 11,775 | -49.5% | 0.58% | -7.5% |
| Q3 2019 | $4,508,000 | -0.5% | 23,330 | 0.0% | 0.63% | -2.9% |
| Q2 2019 | $4,532,000 | +1.1% | 23,330 | -1.4% | 0.65% | -7.7% |
| Q1 2019 | $4,484,000 | +120.0% | 23,670 | +92.8% | 0.70% | -8.2% |
| Q4 2018 | $2,038,000 | -13.9% | 12,275 | +4.3% | 0.76% | -2.9% |
| Q3 2018 | $2,368,000 | -48.3% | 11,765 | -50.0% | 0.79% | -3.8% |
| Q2 2018 | $4,584,000 | -5.8% | 23,530 | -8.2% | 0.82% | -16.2% |
| Q4 2017 | $4,866,000 | -0.7% | 25,642 | -6.4% | 0.98% | -7.2% |
| Q3 2017 | $4,902,000 | +81.7% | 27,402 | +76.7% | 1.05% | -18.3% |
| Q2 2017 | $2,698,000 | -65.7% | 15,511 | -66.2% | 1.29% | -36.3% |
| Q1 2017 | $7,860,000 | +70.7% | 45,902 | +64.8% | 2.02% | -14.5% |
| Q4 2016 | $4,604,000 | +4.0% | 27,846 | -2.7% | 2.36% | +4.4% |
| Q3 2016 | $4,427,000 | -46.5% | 28,616 | -48.3% | 2.26% | -2.6% |
| Q2 2016 | $8,272,000 | +96.4% | 55,372 | +89.5% | 2.33% | -6.5% |
| Q1 2016 | $4,212,000 | +73.3% | 29,216 | +67.5% | 2.49% | +43.4% |
| Q4 2015 | $2,430,000 | – | 17,446 | – | 1.74% | – |
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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% |