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 | $294,233 | -4.6% | 1,180 | 0.0% | 0.18% | -4.7% |
| Q2 2023 | $308,546 | +4.5% | 1,180 | 0.0% | 0.19% | -5.0% |
| Q1 2023 | $295,189 | +3.4% | 1,180 | 0.0% | 0.20% | -4.3% |
| Q4 2022 | $285,430 | +10.2% | 1,180 | 0.0% | 0.21% | +1.9% |
| Q3 2022 | $259,000 | -3.4% | 1,180 | -0.3% | 0.21% | +1.5% |
| Q2 2022 | $268,000 | -15.7% | 1,184 | 0.0% | 0.20% | -11.3% |
| Q1 2022 | $318,000 | -4.8% | 1,184 | +0.3% | 0.23% | +4.5% |
| Q4 2021 | $334,000 | +7.7% | 1,180 | 0.0% | 0.22% | +3.8% |
| Q3 2021 | $310,000 | -13.6% | 1,180 | -11.7% | 0.21% | -15.5% |
| Q2 2021 | $359,000 | +16.9% | 1,337 | +13.3% | 0.25% | +5.0% |
| Q1 2021 | $307,000 | +13.3% | 1,180 | 0.0% | 0.24% | -10.2% |
| Q4 2020 | $271,000 | +23.7% | 1,180 | 0.0% | 0.27% | +11.8% |
| Q3 2020 | $219,000 | +4.3% | 1,180 | 0.0% | 0.24% | -0.4% |
| Q2 2020 | $210,000 | -13.6% | 1,180 | 0.0% | 0.24% | -6.3% |
| Q4 2019 | $243,000 | +6.6% | 1,180 | 0.0% | 0.26% | +37.1% |
| Q3 2019 | $228,000 | -0.4% | 1,180 | 0.0% | 0.19% | -1.6% |
| Q2 2019 | $229,000 | +2.7% | 1,180 | 0.0% | 0.19% | +3.3% |
| Q1 2019 | $223,000 | -6.3% | 1,180 | 0.0% | 0.18% | -7.6% |
| Q3 2018 | $238,000 | -7.4% | 1,180 | -10.6% | 0.20% | -7.9% |
| Q2 2018 | $257,000 | +16.3% | 1,320 | +11.9% | 0.22% | +12.6% |
| Q1 2018 | $221,000 | -1.8% | 1,180 | 0.0% | 0.19% | -3.5% |
| Q4 2017 | $225,000 | +6.6% | 1,180 | 0.0% | 0.20% | +2.6% |
| Q3 2017 | $211,000 | +2.9% | 1,180 | 0.0% | 0.19% | 0.0% |
| Q2 2017 | $205,000 | +1.5% | 1,180 | 0.0% | 0.19% | -2.0% |
| Q1 2017 | $202,000 | – | 1,180 | – | 0.20% | – |
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% |