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 | $2,100,438 | -3.5% | 8,424 | +1.2% | 0.32% | +0.3% |
| Q2 2023 | $2,176,469 | +3.1% | 8,324 | -1.4% | 0.32% | +0.9% |
| Q1 2023 | $2,111,474 | -4.2% | 8,440 | -7.4% | 0.32% | -9.7% |
| Q4 2022 | $2,203,687 | +10.3% | 9,110 | -0.0% | 0.35% | -4.4% |
| Q3 2022 | $1,998,000 | -1.5% | 9,114 | +1.6% | 0.37% | +3.4% |
| Q2 2022 | $2,029,000 | -17.6% | 8,969 | -2.3% | 0.35% | -5.9% |
| Q1 2022 | $2,463,000 | -7.1% | 9,180 | -2.0% | 0.38% | -5.8% |
| Q4 2021 | $2,651,000 | +9.0% | 9,364 | +1.3% | 0.40% | +0.3% |
| Q3 2021 | $2,433,000 | -4.3% | 9,247 | -2.3% | 0.40% | -5.5% |
| Q2 2021 | $2,542,000 | +6.3% | 9,460 | +3.0% | 0.42% | -5.2% |
| Q1 2021 | $2,391,000 | +24.3% | 9,185 | +9.7% | 0.44% | +13.6% |
| Q4 2020 | $1,924,000 | +21.5% | 8,370 | -2.1% | 0.39% | +4.3% |
| Q3 2020 | $1,584,000 | +0.6% | 8,550 | -3.4% | 0.38% | -10.1% |
| Q2 2020 | $1,574,000 | +21.6% | 8,854 | -1.6% | 0.42% | -5.0% |
| Q1 2020 | $1,294,000 | -43.9% | 8,994 | -19.7% | 0.44% | -18.9% |
| Q4 2019 | $2,305,000 | +3.2% | 11,199 | -3.1% | 0.54% | -5.1% |
| Q3 2019 | $2,234,000 | -2.0% | 11,563 | -1.5% | 0.57% | -3.4% |
| Q2 2019 | $2,280,000 | -1.1% | 11,737 | -3.6% | 0.59% | -3.1% |
| Q1 2019 | $2,306,000 | +7.6% | 12,177 | -5.6% | 0.61% | -4.5% |
| Q4 2018 | $2,143,000 | -17.8% | 12,904 | -0.4% | 0.64% | -2.6% |
| Q3 2018 | $2,608,000 | -0.6% | 12,958 | -3.8% | 0.66% | -5.9% |
| Q2 2018 | $2,623,000 | -0.5% | 13,466 | -4.2% | 0.70% | -5.7% |
| Q1 2018 | $2,636,000 | +0.2% | 14,054 | +0.6% | 0.74% | +1.8% |
| Q4 2017 | $2,632,000 | -0.8% | 13,968 | -6.4% | 0.72% | -1.0% |
| Q3 2017 | $2,653,000 | +2.3% | 14,931 | -0.5% | 0.73% | +0.1% |
| Q2 2017 | $2,593,000 | -1.3% | 15,006 | -2.8% | 0.73% | -6.0% |
| Q1 2017 | $2,627,000 | -2.0% | 15,444 | -5.3% | 0.78% | -9.0% |
| Q4 2016 | $2,681,000 | +11.0% | 16,314 | +3.9% | 0.86% | +1.8% |
| Q3 2016 | $2,415,000 | +2.2% | 15,709 | -1.4% | 0.84% | -0.8% |
| Q2 2016 | $2,364,000 | +1.4% | 15,924 | -2.1% | 0.85% | -4.8% |
| Q1 2016 | $2,331,000 | -1.0% | 16,264 | -4.3% | 0.89% | -7.4% |
| Q4 2015 | $2,355,000 | -1.5% | 17,002 | -3.4% | 0.96% | -9.3% |
| Q3 2015 | $2,392,000 | -8.5% | 17,607 | +0.5% | 1.06% | -11.0% |
| Q2 2015 | $2,613,000 | -1.0% | 17,521 | +0.3% | 1.19% | -3.1% |
| Q1 2015 | $2,639,000 | +6.5% | 17,464 | +1.4% | 1.23% | -1.0% |
| Q4 2014 | $2,479,000 | +5.4% | 17,223 | +0.1% | 1.24% | +0.6% |
| Q3 2014 | $2,352,000 | -13.8% | 17,198 | -9.8% | 1.23% | -15.2% |
| Q2 2014 | $2,729,000 | +3.3% | 19,071 | -0.8% | 1.46% | -4.0% |
| Q1 2014 | $2,643,000 | +1.5% | 19,229 | -1.2% | 1.52% | -2.6% |
| Q4 2013 | $2,604,000 | +6.8% | 19,461 | -0.9% | 1.56% | -2.1% |
| Q3 2013 | $2,438,000 | +7.6% | 19,637 | +0.1% | 1.59% | -0.9% |
| Q2 2013 | $2,266,000 | -1.6% | 19,622 | -2.0% | 1.60% | -2.9% |
| Q1 2013 | $2,304,000 | +11.8% | 20,020 | -1.2% | 1.65% | +4.0% |
| Q4 2012 | $2,061,000 | +1.3% | 20,270 | -1.7% | 1.59% | +2.6% |
| Q3 2012 | $2,034,000 | +5.4% | 20,615 | +0.6% | 1.55% | -0.6% |
| Q2 2012 | $1,930,000 | -6.0% | 20,490 | -1.0% | 1.56% | -10.1% |
| Q1 2012 | $2,053,000 | +3.3% | 20,687 | -8.8% | 1.73% | -9.8% |
| Q4 2011 | $1,987,000 | – | 22,681 | – | 1.92% | – |
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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% |