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 | $26,770,748 | -3.0% | 107,362 | +1.7% | 1.00% | +0.3% |
| Q2 2023 | $27,610,493 | +3.8% | 105,593 | -0.7% | 1.00% | -4.0% |
| Q1 2023 | $26,599,046 | +4.2% | 106,328 | +0.8% | 1.04% | +1.5% |
| Q4 2022 | $25,524,023 | +15.4% | 105,519 | +4.6% | 1.02% | +6.8% |
| Q3 2022 | $22,115,000 | +13.0% | 100,864 | +16.6% | 0.96% | +13.9% |
| Q2 2022 | $19,568,000 | +2.0% | 86,495 | +20.9% | 0.84% | +15.6% |
| Q1 2022 | $19,193,000 | +18.3% | 71,526 | +24.8% | 0.73% | +23.6% |
| Q4 2021 | $16,220,000 | +24.7% | 57,300 | +15.9% | 0.59% | +11.3% |
| Q3 2021 | $13,008,000 | -3.5% | 49,447 | -1.4% | 0.53% | -2.8% |
| Q2 2021 | $13,480,000 | +3.5% | 50,162 | +0.2% | 0.54% | -4.9% |
| Q1 2021 | $13,025,000 | +10.7% | 50,042 | -2.3% | 0.57% | +7.1% |
| Q4 2020 | $11,771,000 | +17.7% | 51,215 | -5.1% | 0.54% | +9.9% |
| Q3 2020 | $10,005,000 | -4.9% | 53,989 | -8.8% | 0.49% | -14.0% |
| Q2 2020 | $10,526,000 | +21.3% | 59,192 | -1.9% | 0.57% | +1.4% |
| Q1 2020 | $8,677,000 | -35.7% | 60,315 | -8.0% | 0.56% | -24.6% |
| Q4 2019 | $13,498,000 | +7.2% | 65,579 | +0.6% | 0.74% | +3.4% |
| Q3 2019 | $12,592,000 | -0.8% | 65,166 | -0.3% | 0.72% | -2.5% |
| Q2 2019 | $12,691,000 | -4.9% | 65,332 | -7.2% | 0.73% | -9.5% |
| Q1 2019 | $13,340,000 | -11.2% | 70,430 | -22.1% | 0.81% | -22.1% |
| Q4 2018 | $15,022,000 | -5.9% | 90,462 | +14.1% | 1.04% | +10.5% |
| Q3 2018 | $15,960,000 | +33.3% | 79,288 | +29.0% | 0.94% | +16.4% |
| Q2 2018 | $11,976,000 | +4.8% | 61,484 | +1.0% | 0.81% | +3.7% |
| Q1 2018 | $11,423,000 | +5.6% | 60,900 | +6.8% | 0.78% | +7.7% |
| Q4 2017 | $10,821,000 | +4.2% | 57,021 | -1.8% | 0.72% | -2.0% |
| Q3 2017 | $10,389,000 | +3.4% | 58,069 | +0.6% | 0.74% | +2.4% |
| Q2 2017 | $10,046,000 | +6.7% | 57,750 | +5.1% | 0.72% | +3.0% |
| Q1 2017 | $9,412,000 | +15.6% | 54,970 | +11.7% | 0.70% | +9.2% |
| Q4 2016 | $8,139,000 | +7.4% | 49,228 | +0.5% | 0.64% | +3.9% |
| Q3 2016 | $7,576,000 | 0.0% | 48,968 | -3.4% | 0.62% | +0.2% |
| Q2 2016 | $7,576,000 | +6.1% | 50,716 | +2.4% | 0.62% | -42.5% |
| Q1 2016 | $7,143,000 | -5.9% | 49,541 | -9.0% | 1.07% | -1.5% |
| Q4 2015 | $7,588,000 | +2.4% | 54,464 | +0.4% | 1.09% | +3.7% |
| Q3 2015 | $7,413,000 | -3.1% | 54,264 | +6.3% | 1.05% | +6.7% |
| Q2 2015 | $7,654,000 | +2.0% | 51,032 | +3.4% | 0.98% | +4.8% |
| Q1 2015 | $7,504,000 | +16.5% | 49,377 | +11.0% | 0.94% | +16.1% |
| Q4 2014 | $6,440,000 | +27.9% | 44,477 | +20.8% | 0.81% | +22.6% |
| Q3 2014 | $5,035,000 | -2.4% | 36,820 | +2.1% | 0.66% | -3.1% |
| Q2 2014 | $5,159,000 | -30.3% | 36,055 | -33.0% | 0.68% | -31.3% |
| Q1 2014 | $7,402,000 | +3.6% | 53,846 | +0.9% | 0.99% | +1.2% |
| Q4 2013 | $7,143,000 | +2.1% | 53,381 | -5.3% | 0.98% | -6.9% |
| Q3 2013 | $6,996,000 | +15.1% | 56,359 | +7.1% | 1.05% | +12.0% |
| Q2 2013 | $6,077,000 | – | 52,618 | – | 0.94% | – |
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% |