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 | $1,187,904 | -6.7% | 4,764 | -2.2% | 0.15% | -3.9% |
| Q2 2023 | $1,273,147 | +5.9% | 4,869 | +1.3% | 0.15% | +3.4% |
| Q1 2023 | $1,202,269 | -9.5% | 4,806 | -12.5% | 0.15% | -15.0% |
| Q4 2022 | $1,328,218 | +16.5% | 5,491 | +5.6% | 0.17% | +10.2% |
| Q3 2022 | $1,140,000 | +3.1% | 5,200 | +6.3% | 0.16% | +4.0% |
| Q2 2022 | $1,106,000 | +21.5% | 4,890 | +44.2% | 0.15% | +45.2% |
| Q1 2022 | $910,000 | -5.3% | 3,391 | -0.1% | 0.10% | -1.9% |
| Q4 2021 | $961,000 | +10.5% | 3,394 | +2.6% | 0.11% | +5.0% |
| Q3 2021 | $870,000 | -2.4% | 3,308 | -0.2% | 0.10% | -2.9% |
| Q2 2021 | $891,000 | +2.3% | 3,314 | -1.0% | 0.10% | -4.6% |
| Q1 2021 | $871,000 | -4.0% | 3,347 | -15.2% | 0.11% | -9.2% |
| Q4 2020 | $907,000 | +19.5% | 3,948 | -3.6% | 0.12% | +0.8% |
| Q3 2020 | $759,000 | +3.5% | 4,096 | -0.7% | 0.12% | -3.3% |
| Q2 2020 | $733,000 | +42.1% | 4,123 | +14.9% | 0.12% | +10.8% |
| Q1 2020 | $516,000 | -43.7% | 3,588 | -19.4% | 0.11% | -27.5% |
| Q4 2019 | $916,000 | -8.7% | 4,450 | -14.3% | 0.15% | -13.6% |
| Q3 2019 | $1,003,000 | -14.5% | 5,190 | -14.0% | 0.18% | -16.9% |
| Q2 2019 | $1,173,000 | -13.3% | 6,038 | -15.5% | 0.21% | -16.1% |
| Q1 2019 | $1,353,000 | -13.3% | 7,143 | -24.0% | 0.25% | -25.7% |
| Q4 2018 | $1,561,000 | -7.2% | 9,403 | +12.6% | 0.34% | +4.3% |
| Q3 2018 | $1,682,000 | +6.8% | 8,354 | +3.3% | 0.33% | +1.5% |
| Q2 2018 | $1,575,000 | +8.0% | 8,084 | +4.0% | 0.32% | +7.3% |
| Q1 2018 | $1,458,000 | +13.6% | 7,773 | +14.9% | 0.30% | +6.7% |
| Q4 2017 | $1,284,000 | +22.8% | 6,766 | +16.9% | 0.28% | +15.6% |
| Q3 2017 | $1,046,000 | +28.3% | 5,787 | +23.3% | 0.24% | +17.3% |
| Q2 2017 | $815,000 | +14.3% | 4,692 | +11.0% | 0.21% | +6.7% |
| Q1 2017 | $713,000 | +54.7% | 4,226 | +52.3% | 0.20% | +21.9% |
| Q4 2016 | $461,000 | +30.6% | 2,774 | +20.1% | 0.16% | +30.1% |
| Q3 2016 | $353,000 | +13.1% | 2,309 | +9.8% | 0.12% | +7.0% |
| Q2 2016 | $312,000 | – | 2,103 | – | 0.12% | – |
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% |