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 | $19,630,078 | -4.5% | 78,725 | +0.2% | 0.03% | +16.7% |
| Q2 2023 | $20,552,328 | +4.5% | 78,600 | 0.0% | 0.02% | -17.2% |
| Q1 2023 | $19,662,576 | +3.4% | 78,600 | 0.0% | 0.03% | -9.4% |
| Q4 2022 | $19,012,554 | -10.4% | 78,600 | -18.8% | 0.03% | -17.9% |
| Q3 2022 | $21,218,000 | -3.1% | 96,770 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $21,892,000 | -14.5% | 96,770 | 0.0% | 0.04% | +5.6% |
| Q1 2022 | $25,610,000 | -7.4% | 96,770 | 0.0% | 0.04% | -26.5% |
| Q4 2021 | $27,651,000 | +5.8% | 96,770 | -0.5% | 0.05% | 0.0% |
| Q3 2021 | $26,141,000 | +4.1% | 97,210 | +3.9% | 0.05% | 0.0% |
| Q2 2021 | $25,103,000 | -28.6% | 93,550 | -30.4% | 0.05% | -35.5% |
| Q1 2021 | $35,140,000 | +2.7% | 134,450 | -9.5% | 0.08% | -5.0% |
| Q4 2020 | $34,229,000 | +6.5% | 148,570 | -14.2% | 0.08% | -4.8% |
| Q3 2020 | $32,125,000 | +4.8% | 173,230 | 0.0% | 0.08% | -8.7% |
| Q2 2020 | $30,651,000 | +21.4% | 173,230 | +0.5% | 0.09% | +1.1% |
| Q1 2020 | $25,244,000 | -29.2% | 172,430 | 0.0% | 0.09% | -16.5% |
| Q4 2019 | $35,656,000 | -40.4% | 172,430 | -44.6% | 0.11% | -42.6% |
| Q3 2019 | $59,822,000 | +36.6% | 311,030 | +36.5% | 0.19% | +33.8% |
| Q2 2019 | $43,778,000 | +1.3% | 227,930 | 0.0% | 0.14% | -3.4% |
| Q1 2019 | $43,216,000 | +16.2% | 227,930 | +1.8% | 0.15% | 0.0% |
| Q4 2018 | $37,180,000 | -25.0% | 223,920 | -9.0% | 0.15% | -9.3% |
| Q3 2018 | $49,560,000 | +3.2% | 246,030 | -0.2% | 0.16% | -0.6% |
| Q2 2018 | $48,005,000 | +1.7% | 246,530 | -1.5% | 0.16% | -6.3% |
| Q1 2018 | $47,196,000 | -4.4% | 250,410 | -4.1% | 0.17% | +8.8% |
| Q4 2017 | $49,352,000 | +7.3% | 261,130 | -1.8% | 0.16% | -0.6% |
| Q3 2017 | $46,006,000 | +1.8% | 265,860 | +2.3% | 0.16% | -21.5% |
| Q2 2017 | $45,192,000 | +1.5% | 259,840 | 0.0% | 0.20% | +28.9% |
| Q1 2017 | $44,510,000 | -63.3% | 259,840 | -78.9% | 0.16% | -22.4% |
| Q4 2016 | $121,245,000 | +187.9% | 1,232,079 | +352.6% | 0.20% | +29.7% |
| Q3 2016 | $42,107,000 | +4.4% | 272,250 | +1.0% | 0.16% | +0.6% |
| Q2 2016 | $40,346,000 | -38.2% | 269,570 | 0.0% | 0.16% | -1.3% |
| Q1 2016 | $65,248,000 | +66479.6% | 269,570 | +38410.0% | 0.16% | – |
| Q4 2015 | $98,000 | +2.1% | 700 | 0.0% | 0.00% | – |
| Q3 2015 | $96,000 | -99.7% | 700 | -99.7% | 0.00% | -100.0% |
| Q2 2015 | $30,373,000 | +28553.8% | 202,562 | +28837.4% | 0.10% | – |
| Q1 2015 | $106,000 | -99.2% | 700 | -99.2% | 0.00% | -100.0% |
| Q4 2014 | $12,712,000 | +8.8% | 87,860 | +2.8% | 0.04% | +2.6% |
| Q3 2014 | $11,685,000 | +1.0% | 85,460 | +5.7% | 0.04% | +5.6% |
| Q2 2014 | $11,567,000 | +28.7% | 80,850 | +21.9% | 0.04% | +16.1% |
| Q1 2014 | $8,990,000 | – | 66,330 | – | 0.03% | – |
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% |