ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,913 | -4.6% | 1,672 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $437,195 | -17.8% | 1,672 | -21.4% | 0.01% | -22.2% |
| Q1 2023 | $531,840 | +4.5% | 2,126 | +1.0% | 0.01% | 0.0% |
| Q4 2022 | $509,000 | +5.4% | 2,105 | -4.5% | 0.01% | 0.0% |
| Q3 2022 | $483,000 | -2.8% | 2,205 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $497,000 | -18.1% | 2,195 | -3.0% | 0.01% | 0.0% |
| Q1 2022 | $607,000 | -10.2% | 2,262 | -5.2% | 0.01% | 0.0% |
| Q4 2021 | $676,000 | +10.8% | 2,387 | +2.9% | 0.01% | -10.0% |
| Q3 2021 | $610,000 | -5.3% | 2,320 | -3.1% | 0.01% | 0.0% |
| Q2 2021 | $644,000 | -8.1% | 2,395 | -11.1% | 0.01% | -16.7% |
| Q1 2021 | $701,000 | +9.7% | 2,695 | -3.0% | 0.01% | +9.1% |
| Q4 2020 | $639,000 | +20.1% | 2,779 | -3.3% | 0.01% | +10.0% |
| Q3 2020 | $532,000 | +11.3% | 2,873 | +6.8% | 0.01% | -9.1% |
| Q2 2020 | $478,000 | +39.8% | 2,689 | +13.3% | 0.01% | +22.2% |
| Q1 2020 | $342,000 | +3.0% | 2,374 | +47.1% | 0.01% | +12.5% |
| Q4 2019 | $332,000 | +3.1% | 1,614 | -3.0% | 0.01% | 0.0% |
| Q3 2019 | $322,000 | -0.3% | 1,664 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $323,000 | +40.4% | 1,664 | +37.1% | 0.01% | +33.3% |
| Q1 2019 | $230,000 | +13.9% | 1,214 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $202,000 | -17.2% | 1,214 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $244,000 | +3.4% | 1,214 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $236,000 | +3.5% | 1,214 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $228,000 | -0.9% | 1,214 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $230,000 | -23.1% | 1,214 | -27.5% | 0.01% | -33.3% |
| Q3 2017 | $299,000 | – | 1,674 | – | 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% |