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 | $2,036,442 | -6.2% | 8,167 | -1.6% | 0.12% | -5.4% |
| Q2 2023 | $2,171,330 | -17.7% | 8,304 | -21.3% | 0.13% | -21.7% |
| Q1 2023 | $2,638,188 | +96714.2% | 10,546 | -6.4% | 0.17% | -4.0% |
| Q4 2022 | $2,725 | -99.9% | 11,268 | +25.2% | 0.17% | +22.7% |
| Q3 2022 | $1,974,000 | +1.5% | 9,003 | +4.7% | 0.14% | +5.2% |
| Q2 2022 | $1,945,000 | -23.0% | 8,597 | -8.7% | 0.13% | -16.8% |
| Q1 2022 | $2,526,000 | -12.6% | 9,414 | -7.8% | 0.16% | -12.5% |
| Q4 2021 | $2,890,000 | +27.8% | 10,209 | +18.8% | 0.18% | +16.5% |
| Q3 2021 | $2,261,000 | -4.1% | 8,597 | -2.0% | 0.16% | -3.1% |
| Q2 2021 | $2,358,000 | +3.9% | 8,772 | +0.6% | 0.16% | 0.0% |
| Q1 2021 | $2,270,000 | +12.8% | 8,721 | -0.4% | 0.16% | +4.5% |
| Q4 2020 | $2,012,000 | +47.8% | 8,754 | +19.1% | 0.16% | +33.3% |
| Q3 2020 | $1,361,000 | -12.0% | 7,349 | -15.6% | 0.12% | -15.8% |
| Q2 2020 | $1,547,000 | -7.0% | 8,703 | -24.7% | 0.14% | -17.8% |
| Q1 2020 | $1,663,000 | -42.9% | 11,560 | -18.3% | 0.17% | -29.6% |
| Q4 2019 | $2,911,000 | +0.1% | 14,145 | -8.4% | 0.24% | -9.1% |
| Q3 2019 | $2,907,000 | -7.9% | 15,449 | -4.9% | 0.26% | -15.7% |
| Q2 2019 | $3,155,000 | -3.3% | 16,239 | +108.1% | 0.31% | -9.5% |
| Q1 2019 | $3,264,000 | +19.4% | 7,805 | -52.6% | 0.35% | +3.3% |
| Q4 2018 | $2,733,000 | +40.2% | 16,459 | +70.0% | 0.34% | +40.8% |
| Q3 2018 | $1,949,000 | -10.3% | 9,681 | -13.2% | 0.24% | -15.3% |
| Q2 2018 | $2,174,000 | +6.6% | 11,159 | +2.6% | 0.28% | +4.1% |
| Q1 2018 | $2,039,000 | +54.5% | 10,872 | +56.3% | 0.27% | +58.8% |
| Q4 2017 | $1,320,000 | – | 6,958 | – | 0.17% | – |
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% |