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 | $1,170,781 | -14.7% | 4,695 | -10.6% | 0.05% | -11.7% |
| Q2 2023 | $1,372,595 | +74.8% | 5,249 | +67.2% | 0.06% | +57.9% |
| Q1 2023 | $785,334 | +1.1% | 3,139 | -2.3% | 0.04% | -85.8% |
| Q4 2022 | $776,842 | +2.5% | 3,212 | -7.1% | 0.27% | +506.8% |
| Q3 2022 | $758,000 | -5.0% | 3,457 | -2.0% | 0.04% | -2.2% |
| Q2 2022 | $798,000 | -28.6% | 3,526 | -15.3% | 0.04% | -16.7% |
| Q1 2022 | $1,118,000 | -14.2% | 4,165 | -9.5% | 0.05% | -15.6% |
| Q4 2021 | $1,303,000 | +7.6% | 4,602 | -0.1% | 0.06% | -4.5% |
| Q3 2021 | $1,211,000 | -1.9% | 4,605 | +0.2% | 0.07% | -1.5% |
| Q2 2021 | $1,235,000 | +19.2% | 4,594 | +15.4% | 0.07% | +11.5% |
| Q1 2021 | $1,036,000 | +14.6% | 3,981 | +1.2% | 0.06% | 0.0% |
| Q4 2020 | $904,000 | -17.7% | 3,934 | -30.8% | 0.06% | -26.5% |
| Q3 2020 | $1,098,000 | -8.9% | 5,686 | -10.8% | 0.08% | -35.7% |
| Q2 2020 | $1,205,000 | +32.6% | 6,371 | +0.9% | 0.13% | -2.3% |
| Q1 2020 | $909,000 | -97.2% | 6,316 | -96.0% | 0.13% | -90.7% |
| Q4 2019 | $32,389,000 | +1486.9% | 157,364 | +1435.6% | 1.41% | +467.5% |
| Q3 2019 | $2,041,000 | +38.1% | 10,248 | +31.3% | 0.25% | +19.7% |
| Q1 2019 | $1,478,000 | +40.1% | 7,804 | +37.1% | 0.21% | +11.2% |
| Q4 2018 | $1,055,000 | +28.8% | 5,692 | +16.1% | 0.19% | +2.2% |
| Q1 2018 | $819,000 | -84.2% | 4,901 | -84.0% | 0.18% | -77.7% |
| Q1 2017 | $5,180,000 | – | 30,693 | – | 0.82% | – |
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% |