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 | $1,551,131 | +8.3% | 6,220 | +13.5% | 0.41% | +8.4% |
| Q2 2023 | $1,432,116 | +2.9% | 5,478 | -1.5% | 0.38% | -2.8% |
| Q1 2023 | $1,391,098 | +12.1% | 5,564 | +8.4% | 0.39% | +5.1% |
| Q4 2022 | $1,241,271 | +26.9% | 5,131 | +15.0% | 0.37% | +17.8% |
| Q3 2022 | $978,000 | +22.7% | 4,461 | +26.6% | 0.32% | +26.5% |
| Q2 2022 | $797,000 | -99.9% | 3,523 | +7.0% | 0.25% | -0.8% |
| Q1 2022 | $884,000,000 | +37.5% | 3,294 | +45.0% | 0.25% | -40.0% |
| Q4 2021 | $643,000,000 | +109440.0% | 2,272 | +1.8% | 0.42% | +44.6% |
| Q3 2021 | $587,000 | +35.9% | 2,232 | +38.7% | 0.29% | +82.9% |
| Q2 2021 | $432,000 | +14.0% | 1,609 | +10.7% | 0.16% | +7.5% |
| Q1 2021 | $379,000 | +17.3% | 1,454 | +3.5% | 0.15% | +5.8% |
| Q4 2020 | $323,000 | +27.2% | 1,405 | +2.7% | 0.14% | +2.2% |
| Q3 2020 | $254,000 | – | 1,368 | – | 0.14% | – |
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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% |