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 | $1,326,002 | -4.6% | 5,318 | 0.0% | 0.55% | -1.4% |
| Q2 2023 | $1,390,507 | +4.8% | 5,318 | +0.3% | 0.56% | +1.6% |
| Q1 2023 | $1,326,426 | +3.8% | 5,302 | +0.4% | 0.55% | -4.2% |
| Q4 2022 | $1,277,677 | +11.4% | 5,282 | +1.0% | 0.57% | +10.0% |
| Q3 2022 | $1,147,000 | -3.0% | 5,230 | 0.0% | 0.52% | +1.0% |
| Q2 2022 | $1,183,000 | -15.4% | 5,230 | +0.4% | 0.51% | -10.8% |
| Q1 2022 | $1,398,000 | -5.0% | 5,211 | +0.3% | 0.58% | -6.0% |
| Q4 2021 | $1,471,000 | +8.4% | 5,195 | +0.7% | 0.61% | +10.3% |
| Q3 2021 | $1,357,000 | -2.1% | 5,157 | 0.0% | 0.56% | -3.8% |
| Q2 2021 | $1,386,000 | +3.8% | 5,157 | +0.5% | 0.58% | +0.2% |
| Q1 2021 | $1,335,000 | +13.2% | 5,130 | 0.0% | 0.58% | +1.4% |
| Q4 2020 | $1,179,000 | +24.4% | 5,130 | +0.3% | 0.57% | -0.4% |
| Q3 2020 | $948,000 | +4.8% | 5,115 | +0.5% | 0.57% | -10.2% |
| Q2 2020 | $905,000 | +24.7% | 5,092 | +1.0% | 0.64% | -9.8% |
| Q1 2020 | $726,000 | – | 5,044 | – | 0.70% | – |
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% |