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 | $211,706 | +2.2% | 849 | +7.2% | 0.14% | +3.7% |
| Q2 2023 | $207,100 | -94.9% | 792 | -95.3% | 0.14% | -96.5% |
| Q4 2022 | $4,075,080 | +612.4% | 16,847 | +545.7% | 3.85% | +488.5% |
| Q3 2022 | $572,000 | -6.5% | 2,609 | -3.5% | 0.65% | +8.6% |
| Q2 2022 | $612,000 | -61.3% | 2,705 | -54.1% | 0.60% | -38.4% |
| Q1 2022 | $1,581,000 | -40.2% | 5,891 | -37.0% | 0.98% | -22.1% |
| Q4 2021 | $2,646,000 | -23.7% | 9,348 | -29.1% | 1.25% | -23.7% |
| Q3 2021 | $3,470,000 | -7.5% | 13,191 | -5.5% | 1.64% | -4.3% |
| Q2 2021 | $3,752,000 | +3.3% | 13,962 | +0.1% | 1.72% | -8.6% |
| Q1 2021 | $3,632,000 | +237.5% | 13,954 | +198.0% | 1.88% | +230.6% |
| Q4 2020 | $1,076,000 | +65.8% | 4,682 | +33.6% | 0.57% | +43.1% |
| Q3 2020 | $649,000 | +18.0% | 3,504 | +13.3% | 0.40% | +2.8% |
| Q2 2020 | $550,000 | +11.8% | 3,092 | -9.5% | 0.39% | -44.9% |
| Q1 2020 | $492,000 | -71.1% | 3,417 | -58.7% | 0.70% | -40.4% |
| Q4 2019 | $1,703,000 | +7.0% | 8,275 | +0.5% | 1.18% | -5.2% |
| Q3 2019 | $1,592,000 | -4.9% | 8,237 | -4.4% | 1.24% | -8.4% |
| Q2 2019 | $1,674,000 | +5.3% | 8,620 | +2.6% | 1.35% | -0.3% |
| Q1 2019 | $1,590,000 | -11.7% | 8,399 | -22.5% | 1.36% | -34.8% |
| Q4 2018 | $1,800,000 | -40.6% | 10,840 | -28.0% | 2.08% | -10.6% |
| Q3 2018 | $3,030,000 | +25.1% | 15,053 | +21.0% | 2.33% | +21.1% |
| Q2 2018 | $2,423,000 | +1.4% | 12,439 | -2.4% | 1.92% | -2.2% |
| Q1 2018 | $2,390,000 | -0.7% | 12,742 | +0.5% | 1.96% | +9.2% |
| Q4 2017 | $2,407,000 | +6.9% | 12,684 | +0.8% | 1.80% | +1.5% |
| Q3 2017 | $2,251,000 | +13.8% | 12,585 | +10.7% | 1.77% | +0.1% |
| Q2 2016 | $1,978,000 | – | 11,372 | – | 1.77% | – |
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% |