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 | $3,544,514 | -4.8% | 14,215 | -0.2% | 0.06% | 0.0% |
| Q2 2023 | $3,723,473 | +1.8% | 14,240 | -2.6% | 0.06% | -4.8% |
| Q1 2023 | $3,657,588 | -0.5% | 14,621 | -3.8% | 0.06% | -6.1% |
| Q4 2022 | $3,675,767 | +11.8% | 15,196 | +1.4% | 0.07% | +3.1% |
| Q3 2022 | $3,287,000 | +7.9% | 14,989 | +11.3% | 0.06% | +14.3% |
| Q2 2022 | $3,046,000 | -15.7% | 13,463 | +0.0% | 0.06% | -1.8% |
| Q1 2022 | $3,612,000 | -0.9% | 13,461 | +4.5% | 0.06% | +3.6% |
| Q4 2021 | $3,646,000 | +15.7% | 12,882 | +7.6% | 0.06% | +5.8% |
| Q3 2021 | $3,151,000 | +0.5% | 11,975 | +2.6% | 0.05% | -1.9% |
| Q2 2021 | $3,136,000 | +20.1% | 11,671 | +16.3% | 0.05% | +10.4% |
| Q1 2021 | $2,612,000 | +18.3% | 10,034 | +4.4% | 0.05% | +11.6% |
| Q4 2020 | $2,208,000 | +14.0% | 9,609 | -8.0% | 0.04% | +2.4% |
| Q3 2020 | $1,936,000 | +11.3% | 10,449 | +6.8% | 0.04% | +2.4% |
| Q2 2020 | $1,739,000 | +33.2% | 9,783 | +7.8% | 0.04% | +13.9% |
| Q1 2020 | $1,306,000 | -38.3% | 9,079 | -11.7% | 0.04% | -23.4% |
| Q4 2019 | $2,117,000 | +40.3% | 10,286 | +31.8% | 0.05% | +30.6% |
| Q3 2019 | $1,509,000 | -0.9% | 7,807 | -0.4% | 0.04% | -2.7% |
| Q2 2019 | $1,522,000 | +2.5% | 7,838 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $1,485,000 | -12.3% | 7,838 | -23.2% | 0.04% | -22.9% |
| Q4 2018 | $1,694,000 | +7.4% | 10,201 | +30.1% | 0.05% | +26.3% |
| Q3 2018 | $1,577,000 | -8.4% | 7,838 | -11.3% | 0.04% | -13.6% |
| Q2 2018 | $1,721,000 | +7.2% | 8,838 | +3.2% | 0.04% | +7.3% |
| Q1 2018 | $1,606,000 | -2.0% | 8,563 | -0.8% | 0.04% | -6.8% |
| Q4 2017 | $1,638,000 | +0.2% | 8,633 | -5.5% | 0.04% | +2.3% |
| Q3 2017 | $1,635,000 | +7.7% | 9,139 | +4.7% | 0.04% | +2.4% |
| Q2 2017 | $1,518,000 | +6.2% | 8,728 | +4.6% | 0.04% | +2.4% |
| Q1 2017 | $1,430,000 | +452.1% | 8,348 | +432.4% | 0.04% | +412.5% |
| Q4 2016 | $259,000 | +7.0% | 1,568 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $242,000 | +3.4% | 1,568 | 0.0% | 0.01% | +14.3% |
| Q2 2016 | $234,000 | +3.1% | 1,568 | -0.3% | 0.01% | 0.0% |
| Q1 2016 | $227,000 | +3.7% | 1,573 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $219,000 | -5.2% | 1,573 | +1.7% | 0.01% | 0.0% |
| Q2 2015 | $231,000 | -83.1% | 1,547 | -83.6% | 0.01% | -82.5% |
| Q4 2014 | $1,368,000 | +6.0% | 9,445 | 0.0% | 0.04% | +2.6% |
| Q3 2014 | $1,291,000 | -4.7% | 9,445 | -0.3% | 0.04% | -9.3% |
| Q2 2014 | $1,355,000 | +3.6% | 9,470 | -0.4% | 0.04% | +4.9% |
| Q1 2014 | $1,308,000 | +2.7% | 9,510 | 0.0% | 0.04% | +2.5% |
| Q4 2013 | $1,273,000 | +7.8% | 9,510 | 0.0% | 0.04% | 0.0% |
| Q3 2013 | $1,181,000 | – | 9,510 | – | 0.04% | – |
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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% |