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 | $1,472,787 | -1.2% | 5,907 | +3.6% | 0.84% | +5.0% |
| Q2 2023 | $1,490,046 | +12.4% | 5,699 | +4.0% | 0.80% | -15.1% |
| Q4 2022 | $1,326,068 | -17.5% | 5,482 | -22.8% | 0.95% | -27.8% |
| Q2 2022 | $1,607,000 | -58.2% | 7,102 | -50.4% | 1.31% | -35.9% |
| Q1 2022 | $3,845,000 | +330.6% | 14,328 | +354.1% | 2.05% | +406.9% |
| Q4 2021 | $893,000 | +18.9% | 3,155 | +10.5% | 0.40% | +20.2% |
| Q3 2021 | $751,000 | -91.4% | 2,856 | -91.2% | 0.34% | -91.2% |
| Q2 2021 | $8,747,000 | +20.9% | 32,551 | +17.1% | 3.82% | +0.7% |
| Q1 2021 | $7,234,000 | +298.6% | 27,794 | +252.0% | 3.79% | +241.5% |
| Q4 2020 | $1,815,000 | +83.5% | 7,896 | +47.9% | 1.11% | +66.3% |
| Q3 2020 | $989,000 | +5.2% | 5,339 | +1.0% | 0.67% | -18.6% |
| Q2 2020 | $940,000 | +27.2% | 5,288 | +4.0% | 0.82% | -7.6% |
| Q1 2020 | $739,000 | -60.5% | 5,083 | -44.0% | 0.89% | -47.2% |
| Q4 2019 | $1,869,000 | +6.6% | 9,080 | +0.1% | 1.68% | +8.8% |
| Q3 2019 | $1,753,000 | +67.1% | 9,072 | +68.1% | 1.55% | +77.8% |
| Q2 2019 | $1,049,000 | -36.0% | 5,398 | -37.6% | 0.87% | -40.3% |
| Q1 2019 | $1,639,000 | -14.0% | 8,651 | -24.6% | 1.46% | +13.7% |
| Q4 2018 | $1,906,000 | -48.1% | 11,478 | -37.0% | 1.28% | -33.8% |
| Q3 2018 | $3,669,000 | +2.8% | 18,227 | -0.0% | 1.94% | +2.1% |
| Q2 2018 | $3,568,000 | -65.4% | 18,236 | -66.9% | 1.90% | -67.8% |
| Q1 2018 | $10,324,000 | +199.1% | 55,043 | +202.6% | 5.89% | +270.0% |
| Q4 2017 | $3,452,000 | +7.6% | 18,188 | +1.5% | 1.59% | +5.6% |
| Q3 2017 | $3,207,000 | -9.5% | 17,926 | -12.0% | 1.51% | -23.7% |
| Q2 2017 | $3,543,000 | -71.3% | 20,368 | -71.8% | 1.98% | -74.1% |
| Q1 2017 | $12,356,000 | +298.8% | 72,164 | +285.1% | 7.64% | +303.1% |
| Q4 2016 | $3,098,000 | – | 18,740 | – | 1.90% | – |
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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% |