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 | $1,435,508 | -7.8% | 5,757 | -3.4% | 0.35% | -4.7% |
| Q2 2023 | $1,557,636 | +9.3% | 5,957 | +4.5% | 0.36% | +5.2% |
| Q1 2023 | $1,425,412 | +27.6% | 5,698 | +23.4% | 0.34% | +19.0% |
| Q4 2022 | $1,117,048 | +9.1% | 4,618 | -1.1% | 0.29% | +1.0% |
| Q3 2022 | $1,024,000 | +0.5% | 4,669 | +3.7% | 0.29% | -0.7% |
| Q2 2022 | $1,019,000 | -14.2% | 4,504 | +1.8% | 0.29% | -13.0% |
| Q1 2022 | $1,187,000 | -5.2% | 4,424 | +0.5% | 0.33% | +11.0% |
| Q4 2021 | $1,252,000 | +5.5% | 4,404 | -2.4% | 0.30% | -3.9% |
| Q3 2021 | $1,187,000 | -2.1% | 4,513 | +0.0% | 0.31% | -5.2% |
| Q2 2021 | $1,213,000 | -27.8% | 4,512 | -30.0% | 0.33% | -34.0% |
| Q1 2021 | $1,679,000 | +19.1% | 6,450 | +5.1% | 0.50% | +8.5% |
| Q4 2020 | $1,410,000 | +39.7% | 6,137 | +12.8% | 0.46% | +20.5% |
| Q3 2020 | $1,009,000 | -8.2% | 5,443 | -11.9% | 0.38% | -14.4% |
| Q2 2020 | $1,099,000 | +23.9% | 6,179 | +0.3% | 0.44% | +3.5% |
| Q1 2020 | $887,000 | +285.7% | 6,163 | +451.7% | 0.43% | +312.5% |
| Q4 2019 | $230,000 | +6.5% | 1,117 | 0.0% | 0.10% | -4.6% |
| Q3 2019 | $216,000 | -4.8% | 1,117 | -4.4% | 0.11% | -12.8% |
| Q2 2019 | $227,000 | -86.3% | 1,168 | -88.1% | 0.12% | -76.9% |
| Q1 2019 | $1,662,000 | +16.5% | 9,836 | +14.5% | 0.54% | -47.1% |
| Q4 2018 | $1,426,000 | – | 8,590 | – | 1.02% | – |
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% |