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 | $11,263,410 | -10.6% | 45,170 | -6.3% | 4.58% | -5.2% |
| Q2 2023 | $12,600,994 | +6.3% | 48,189 | +1.7% | 4.84% | +1.3% |
| Q1 2023 | $11,849,847 | +4.5% | 47,367 | +1.0% | 4.78% | -0.5% |
| Q4 2022 | $11,343,424 | +16.8% | 46,898 | +5.9% | 4.80% | +8.3% |
| Q3 2022 | $9,713,000 | +0.3% | 44,285 | +3.4% | 4.43% | +6.1% |
| Q2 2022 | $9,686,000 | -12.3% | 42,815 | +5.3% | 4.18% | -0.0% |
| Q1 2022 | $11,040,000 | +1.1% | 40,676 | +5.8% | 4.18% | +5.7% |
| Q4 2021 | $10,918,000 | +10.3% | 38,429 | +2.2% | 3.96% | +9.6% |
| Q3 2021 | $9,895,000 | +2.7% | 37,620 | +5.0% | 3.61% | -3.4% |
| Q2 2021 | $9,631,000 | +7.2% | 35,840 | +3.8% | 3.74% | +0.4% |
| Q1 2021 | $8,983,000 | +12.0% | 34,513 | -1.1% | 3.72% | +1.0% |
| Q4 2020 | $8,020,000 | +28.3% | 34,896 | +3.4% | 3.69% | +7.0% |
| Q3 2020 | $6,251,000 | -0.4% | 33,735 | -4.5% | 3.45% | -1.3% |
| Q2 2020 | $6,279,000 | +26.4% | 35,315 | +1.4% | 3.49% | +8.0% |
| Q1 2020 | $4,969,000 | -35.5% | 34,826 | -6.9% | 3.23% | -14.0% |
| Q4 2019 | $7,699,000 | +7.8% | 37,413 | +1.4% | 3.76% | -3.9% |
| Q3 2019 | $7,141,000 | +1.0% | 36,884 | +1.3% | 3.91% | -2.2% |
| Q2 2019 | $7,073,000 | +3.3% | 36,411 | +0.7% | 4.00% | -1.0% |
| Q1 2019 | $6,848,000 | +16.8% | 36,160 | +1.4% | 4.04% | +6.1% |
| Q4 2018 | $5,865,000 | – | 35,663 | – | 3.81% | – |
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% |