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 | $279,023 | -77.6% | 1,119 | -76.5% | 0.02% | -57.4% |
| Q2 2023 | $1,246,737 | +20.7% | 4,768 | +15.5% | 0.05% | +4.4% |
| Q1 2023 | $1,032,550 | +35.9% | 4,127 | +31.3% | 0.04% | +21.6% |
| Q4 2022 | $760,018 | +10.0% | 3,142 | -0.3% | 0.04% | -5.1% |
| Q3 2022 | $691,000 | -6.9% | 3,152 | -3.9% | 0.04% | -7.1% |
| Q2 2022 | $742,000 | -13.0% | 3,281 | +3.2% | 0.04% | -12.5% |
| Q1 2022 | $853,000 | -5.3% | 3,179 | -0.1% | 0.05% | -5.9% |
| Q4 2021 | $901,000 | +7.6% | 3,183 | +0.1% | 0.05% | -10.5% |
| Q3 2021 | $837,000 | -2.7% | 3,180 | -0.6% | 0.06% | -6.6% |
| Q2 2021 | $860,000 | +7.2% | 3,199 | +3.9% | 0.06% | -14.1% |
| Q1 2021 | $802,000 | -3.7% | 3,080 | -15.0% | 0.07% | -23.7% |
| Q4 2020 | $833,000 | +51.7% | 3,624 | +22.2% | 0.09% | +25.7% |
| Q3 2020 | $549,000 | +4.2% | 2,965 | 0.0% | 0.07% | -9.8% |
| Q2 2020 | $527,000 | +110.0% | 2,965 | +128.4% | 0.08% | +100.0% |
| Q3 2019 | $251,000 | -44.5% | 1,298 | -44.2% | 0.04% | -46.8% |
| Q2 2019 | $452,000 | -12.2% | 2,326 | -14.5% | 0.08% | -16.3% |
| Q1 2019 | $515,000 | – | 2,719 | – | 0.09% | – |
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% |