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 | $11,221 | -4.6% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,767 | +94.6% | 45 | +80.0% | 0.00% | 0.0% |
| Q4 2022 | $6,047 | -81.1% | 25 | -83.0% | 0.00% | -75.0% |
| Q3 2022 | $32,000 | +77.8% | 147 | +83.8% | 0.00% | +100.0% |
| Q2 2022 | $18,000 | -14.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | -8.7% | 80 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $23,000 | -14.8% | 80 | -22.3% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 103 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $28,000 | +3.7% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | +50.0% | 103 | +28.8% | 0.00% | +33.3% |
| Q4 2020 | $18,000 | +20.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | -89.8% | 80 | -91.6% | 0.00% | -90.0% |
| Q1 2020 | $137,000 | -30.1% | 950 | 0.0% | 0.03% | -6.2% |
| Q4 2019 | $196,000 | +6.5% | 950 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $184,000 | -0.5% | 950 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $185,000 | +1133.3% | 950 | +1087.5% | 0.03% | +966.7% |
| Q1 2019 | $15,000 | -44.4% | 80 | -50.0% | 0.00% | -50.0% |
| Q4 2018 | $27,000 | -15.6% | 160 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $32,000 | +3.2% | 160 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $31,000 | +3.3% | 160 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $30,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $30,000 | -50.0% | 160 | -52.4% | 0.01% | -54.5% |
| Q3 2017 | $60,000 | -22.1% | 336 | -27.9% | 0.01% | -35.3% |
| Q4 2016 | $77,000 | +126.5% | 466 | +99.1% | 0.02% | +112.5% |
| Q1 2016 | $34,000 | -55.3% | 234 | -58.6% | 0.01% | -57.9% |
| Q4 2013 | $76,000 | +94.9% | 565 | +77.7% | 0.02% | +35.7% |
| Q3 2013 | $39,000 | +5.4% | 318 | 0.0% | 0.01% | +40.0% |
| Q2 2013 | $37,000 | – | 318 | – | 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% |