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 | $2,267,788 | -10.5% | 9,094 | -6.2% | 0.05% | -9.8% |
| Q2 2023 | $2,533,949 | +4.9% | 9,690 | +0.3% | 0.05% | -8.9% |
| Q1 2023 | $2,415,599 | +8.0% | 9,657 | +4.4% | 0.06% | -11.1% |
| Q4 2022 | $2,236,728 | +16.4% | 9,247 | +5.5% | 0.06% | +18.9% |
| Q3 2022 | $1,922,000 | -8.5% | 8,764 | -5.6% | 0.05% | -17.2% |
| Q2 2022 | $2,101,000 | -15.2% | 9,285 | +0.6% | 0.06% | +8.5% |
| Q1 2022 | $2,477,000 | -7.9% | 9,231 | -2.8% | 0.06% | -4.8% |
| Q4 2021 | $2,689,000 | +31.9% | 9,497 | +22.5% | 0.06% | +14.8% |
| Q3 2021 | $2,039,000 | -2.1% | 7,751 | +0.1% | 0.05% | -11.5% |
| Q2 2021 | $2,082,000 | +3.3% | 7,746 | +0.0% | 0.06% | -26.5% |
| Q1 2021 | $2,016,000 | +44.4% | 7,743 | +2.8% | 0.08% | +10.7% |
| Q3 2020 | $1,396,000 | +5.6% | 7,531 | +1.3% | 0.08% | -12.8% |
| Q2 2020 | $1,322,000 | -31.1% | 7,436 | -44.3% | 0.09% | -44.2% |
| Q1 2020 | $1,920,000 | -47.9% | 13,351 | -25.5% | 0.15% | -52.3% |
| Q4 2019 | $3,686,000 | – | 17,911 | – | 0.32% | – |
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% |