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 | $39,568,535 | -1.1% | 158,687 | +3.7% | 5.12% | +0.1% |
Q2 2023 | $40,004,938 | +13.5% | 152,994 | +8.6% | 5.12% | +5.3% |
Q1 2023 | $35,236,098 | +9.5% | 140,854 | +5.9% | 4.86% | -5.6% |
Q4 2022 | $32,183,329 | +15.8% | 133,049 | +5.0% | 5.14% | +1.7% |
Q3 2022 | $27,793,000 | +9.9% | 126,756 | +13.4% | 5.06% | +10.5% |
Q2 2022 | $25,287,000 | -6.4% | 111,774 | +11.0% | 4.58% | -3.7% |
Q1 2022 | $27,012,000 | +2.3% | 100,661 | +7.9% | 4.75% | -5.9% |
Q4 2021 | $26,401,000 | +27.6% | 93,262 | +18.6% | 5.05% | +5.8% |
Q3 2021 | $20,693,000 | +11.1% | 78,659 | +13.5% | 4.78% | +5.3% |
Q2 2021 | $18,622,000 | +29.4% | 69,297 | +25.3% | 4.53% | +8.5% |
Q1 2021 | $14,390,000 | +78.3% | 55,287 | +26.9% | 4.18% | +27.1% |
Q3 2020 | $8,071,000 | +10.5% | 43,554 | +6.0% | 3.29% | -0.7% |
Q2 2020 | $7,303,000 | +5.6% | 41,072 | -14.5% | 3.31% | -25.0% |
Q1 2020 | $6,913,000 | -3.3% | 48,053 | +38.3% | 4.41% | -2.2% |
Q4 2019 | $7,149,000 | +13.3% | 34,734 | +6.4% | 4.51% | +3.0% |
Q3 2019 | $6,309,000 | +5.8% | 32,651 | +6.4% | 4.38% | -1.3% |
Q2 2019 | $5,963,000 | +1.5% | 30,698 | -1.0% | 4.44% | -2.8% |
Q1 2019 | $5,874,000 | +26.7% | 31,013 | +11.1% | 4.56% | +14.6% |
Q4 2018 | $4,635,000 | -14.1% | 27,911 | +4.1% | 3.98% | -13.8% |
Q3 2018 | $5,396,000 | +11.0% | 26,805 | +7.4% | 4.62% | -3.7% |
Q2 2018 | $4,860,000 | +6.5% | 24,953 | +2.6% | 4.79% | +4.0% |
Q1 2018 | $4,562,000 | +0.5% | 24,322 | +1.6% | 4.61% | +0.2% |
Q4 2017 | $4,541,000 | – | 23,928 | – | 4.60% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |