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 | $419,407 | -4.6% | 1,682 | 0.0% | 0.15% | +0.7% |
| Q2 2023 | $439,809 | +5.9% | 1,682 | +1.3% | 0.14% | +3.6% |
| Q1 2023 | $415,266 | +3.4% | 1,660 | 0.0% | 0.14% | -2.8% |
| Q4 2022 | $401,537 | +10.3% | 1,660 | 0.0% | 0.14% | +5.9% |
| Q3 2022 | $364,000 | -86.9% | 1,660 | -77.7% | 0.14% | -85.7% |
| Q2 2022 | $2,773,000 | -15.8% | 7,456 | -0.1% | 0.95% | +2.1% |
| Q1 2022 | $3,293,000 | -16.4% | 7,467 | -11.2% | 0.93% | -15.8% |
| Q4 2021 | $3,939,000 | +6.3% | 8,407 | -2.0% | 1.11% | +0.7% |
| Q3 2021 | $3,704,000 | -3.0% | 8,582 | -0.9% | 1.10% | -1.4% |
| Q2 2021 | $3,820,000 | +2.5% | 8,657 | -0.6% | 1.12% | -7.1% |
| Q1 2021 | $3,727,000 | +21.5% | 8,707 | +11.6% | 1.20% | +15.5% |
| Q4 2020 | $3,068,000 | +22.4% | 7,803 | -1.2% | 1.04% | +7.9% |
| Q3 2020 | $2,507,000 | +0.1% | 7,898 | -3.9% | 0.97% | -6.9% |
| Q2 2020 | $2,504,000 | +20.3% | 8,217 | -2.4% | 1.04% | -5.6% |
| Q1 2020 | $2,081,000 | -32.1% | 8,417 | -2.9% | 1.10% | -21.9% |
| Q4 2019 | $3,066,000 | +6.5% | 8,667 | 0.0% | 1.41% | -4.3% |
| Q3 2019 | $2,880,000 | -1.8% | 8,667 | -1.1% | 1.47% | -1.9% |
| Q2 2019 | $2,933,000 | -6.2% | 8,767 | -8.2% | 1.50% | -5.8% |
| Q1 2019 | $3,127,000 | +13.4% | 9,550 | -0.6% | 1.59% | -1.8% |
| Q4 2018 | $2,757,000 | -17.9% | 9,608 | +0.3% | 1.62% | -8.0% |
| Q3 2018 | $3,359,000 | +2.8% | 9,582 | -0.7% | 1.76% | -8.5% |
| Q2 2018 | $3,267,000 | +2.3% | 9,646 | -1.4% | 1.93% | -1.7% |
| Q1 2018 | $3,194,000 | -2.4% | 9,786 | -1.3% | 1.96% | -3.3% |
| Q4 2017 | $3,274,000 | +8.2% | 9,916 | +2.1% | 2.03% | +1.2% |
| Q3 2017 | $3,027,000 | +1.5% | 9,716 | -1.2% | 2.01% | +0.8% |
| Q2 2017 | $2,982,000 | +2.1% | 9,831 | +0.8% | 1.99% | -5.2% |
| Q1 2017 | $2,921,000 | +2.2% | 9,757 | -1.3% | 2.10% | -8.2% |
| Q4 2016 | $2,859,000 | – | 9,882 | – | 2.29% | – |
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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% |