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 | $3,967,313 | -7.0% | 15,911 | -2.4% | 0.99% | -1.3% |
| Q2 2023 | $4,264,117 | -10.9% | 16,308 | -14.8% | 1.00% | -15.3% |
| Q1 2023 | $4,787,573 | +2.7% | 19,138 | -0.7% | 1.18% | -6.1% |
| Q4 2022 | $4,662,228 | +10.9% | 19,274 | +0.5% | 1.26% | -0.9% |
| Q3 2022 | $4,204,000 | +0.4% | 19,174 | +3.6% | 1.27% | +2.6% |
| Q2 2022 | $4,188,000 | -21.2% | 18,513 | -6.5% | 1.23% | -4.8% |
| Q1 2022 | $5,314,000 | -4.7% | 19,804 | +0.5% | 1.30% | -4.0% |
| Q4 2021 | $5,574,000 | +6.8% | 19,712 | -0.7% | 1.35% | +1.0% |
| Q3 2021 | $5,219,000 | -3.4% | 19,841 | -1.3% | 1.34% | -3.7% |
| Q2 2021 | $5,400,000 | -2.3% | 20,096 | -5.4% | 1.39% | -10.3% |
| Q1 2021 | $5,528,000 | -1.9% | 21,239 | -5.2% | 1.55% | +0.9% |
| Q4 2020 | $5,634,000 | – | 22,403 | – | 1.53% | – |
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% |