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 | $559,063 | -5.8% | 2,242 | -1.2% | 0.38% | -2.6% |
| Q2 2023 | $593,319 | +4.5% | 2,269 | 0.0% | 0.39% | -4.4% |
| Q1 2023 | $567,633 | -0.6% | 2,269 | -3.9% | 0.41% | -6.0% |
| Q4 2022 | $570,880 | -0.7% | 2,360 | -10.0% | 0.43% | -5.7% |
| Q3 2022 | $575,000 | -7.7% | 2,621 | -4.8% | 0.46% | -1.5% |
| Q2 2022 | $623,000 | -13.8% | 2,752 | +2.2% | 0.47% | -4.5% |
| Q1 2022 | $723,000 | -9.5% | 2,694 | -4.5% | 0.49% | +1.0% |
| Q4 2021 | $799,000 | +7.7% | 2,822 | 0.0% | 0.48% | -18.4% |
| Q3 2021 | $742,000 | -2.1% | 2,822 | 0.0% | 0.59% | +13.6% |
| Q2 2021 | $758,000 | -4.2% | 2,822 | -7.2% | 0.52% | -12.4% |
| Q1 2021 | $791,000 | +12.4% | 3,040 | -0.8% | 0.60% | +6.1% |
| Q4 2020 | $704,000 | +23.5% | 3,065 | -0.4% | 0.56% | +8.7% |
| Q3 2020 | $570,000 | -2.1% | 3,078 | -6.0% | 0.52% | -10.6% |
| Q2 2020 | $582,000 | -26.8% | 3,274 | -40.7% | 0.58% | -38.7% |
| Q1 2020 | $795,000 | -30.9% | 5,525 | -1.1% | 0.94% | -16.2% |
| Q4 2019 | $1,150,000 | – | 5,586 | – | 1.12% | – |
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% |