ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,731 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,813,167 | -4.6% | 11,282 | +0.0% | 0.05% | +1.9% |
| Q2 2023 | $2,949,233 | +4.0% | 11,279 | -0.5% | 0.05% | -1.9% |
| Q1 2023 | $2,834,813 | +25.4% | 11,332 | +21.3% | 0.05% | +17.4% |
| Q4 2022 | $2,260,462 | -43.1% | 9,345 | -48.4% | 0.05% | -45.9% |
| Q3 2022 | $3,970,000 | -4.8% | 18,106 | -1.8% | 0.08% | +1.2% |
| Q2 2022 | $4,169,000 | -17.8% | 18,430 | -2.5% | 0.08% | +1.2% |
| Q1 2022 | $5,074,000 | -35.6% | 18,910 | -32.0% | 0.08% | -30.3% |
| Q4 2021 | $7,877,000 | -15.5% | 27,827 | -21.4% | 0.12% | -17.4% |
| Q3 2021 | $9,317,000 | -35.7% | 35,417 | -34.3% | 0.14% | -33.6% |
| Q2 2021 | $14,479,000 | +3.9% | 53,878 | +0.6% | 0.22% | -5.2% |
| Q1 2021 | $13,938,000 | +16.8% | 53,551 | +3.2% | 0.23% | +7.0% |
| Q4 2020 | $11,931,000 | +21.1% | 51,911 | -2.4% | 0.21% | +10.3% |
| Q3 2020 | $9,854,000 | +3.8% | 53,173 | -0.4% | 0.19% | -4.9% |
| Q2 2020 | $9,490,000 | +21.0% | 53,370 | -2.1% | 0.20% | -2.4% |
| Q1 2020 | $7,846,000 | -27.7% | 54,537 | +3.5% | 0.21% | -7.9% |
| Q4 2019 | $10,847,000 | +10.0% | 52,701 | +3.3% | 0.23% | +4.6% |
| Q3 2019 | $9,861,000 | +3.2% | 51,031 | +3.8% | 0.22% | +0.5% |
| Q2 2019 | $9,553,000 | +74.6% | 49,174 | +70.3% | 0.22% | +66.2% |
| Q1 2019 | $5,470,000 | +275.2% | 28,881 | +228.9% | 0.13% | +217.1% |
| Q4 2018 | $1,458,000 | +33.5% | 8,782 | +61.9% | 0.04% | +51.9% |
| Q3 2018 | $1,092,000 | +4.8% | 5,425 | +1.4% | 0.03% | -12.9% |
| Q2 2018 | $1,042,000 | +2.9% | 5,349 | -1.0% | 0.03% | -18.4% |
| Q1 2018 | $1,013,000 | -13.3% | 5,403 | -12.2% | 0.04% | -13.6% |
| Q4 2017 | $1,168,000 | +14.5% | 6,157 | +7.9% | 0.04% | +18.9% |
| Q3 2017 | $1,020,000 | +0.3% | 5,704 | -2.5% | 0.04% | +5.7% |
| Q2 2017 | $1,017,000 | +14.1% | 5,848 | +12.4% | 0.04% | +9.4% |
| Q1 2017 | $891,000 | +16.2% | 5,202 | +12.2% | 0.03% | +3.2% |
| Q4 2016 | $767,000 | +18.0% | 4,638 | +10.3% | 0.03% | +10.7% |
| Q3 2016 | $650,000 | +11.3% | 4,204 | +7.6% | 0.03% | +7.7% |
| Q2 2016 | $584,000 | +143.3% | 3,908 | +134.6% | 0.03% | +116.7% |
| Q1 2016 | $240,000 | -58.4% | 1,666 | -59.8% | 0.01% | -58.6% |
| Q4 2015 | $577,000 | +8.5% | 4,141 | +6.2% | 0.03% | +3.6% |
| Q3 2015 | $532,000 | +2.1% | 3,898 | +12.2% | 0.03% | +16.7% |
| Q2 2015 | $521,000 | -0.6% | 3,473 | +0.8% | 0.02% | 0.0% |
| Q1 2015 | $524,000 | +9.9% | 3,447 | +4.7% | 0.02% | +4.3% |
| Q4 2014 | $477,000 | +16.1% | 3,293 | +9.7% | 0.02% | +15.0% |
| Q3 2014 | $411,000 | -4.4% | 3,003 | 0.0% | 0.02% | -9.1% |
| Q2 2014 | $430,000 | +4.1% | 3,003 | -0.1% | 0.02% | -4.3% |
| Q1 2014 | $413,000 | +86.9% | 3,007 | +81.7% | 0.02% | +109.1% |
| Q4 2013 | $221,000 | +6.2% | 1,655 | -7.9% | 0.01% | -8.3% |
| Q2 2013 | $208,000 | – | 1,797 | – | 0.01% | – |
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% |