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 | $3,160,262 | +659.2% | 12,674 | +696.1% | 0.46% | +661.7% |
Q2 2023 | $416,276 | -56.5% | 1,592 | -59.1% | 0.06% | -59.5% |
Q1 2023 | $956,887 | -96.3% | 3,892 | -96.6% | 0.15% | -96.6% |
Q3 2022 | $25,604,000 | -11.6% | 113,660 | +0.4% | 4.39% | -2.1% |
Q2 2022 | $28,950,000 | +11.0% | 113,214 | +3.7% | 4.48% | +4.4% |
Q1 2022 | $26,092,000 | -0.9% | 109,177 | +9.1% | 4.29% | +3.1% |
Q3 2021 | $26,336,000 | +6.4% | 100,111 | +5.6% | 4.16% | +2.7% |
Q2 2021 | $24,749,000 | -0.6% | 94,838 | +3.5% | 4.05% | -5.8% |
Q1 2021 | $24,893,000 | +29.3% | 91,598 | +9.4% | 4.30% | +23.1% |
Q4 2020 | $19,250,000 | +2416.3% | 83,756 | +2153.3% | 3.50% | +1118.1% |
Q4 2019 | $765,000 | +78.3% | 3,717 | +64.2% | 0.29% | +48.7% |
Q3 2019 | $429,000 | -93.0% | 2,264 | -92.9% | 0.19% | -93.7% |
Q1 2019 | $6,130,000 | +269.7% | 31,932 | +275.1% | 3.07% | +217.9% |
Q2 2018 | $1,658,000 | – | 8,514 | – | 0.97% | – |
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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% |