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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $969 | +21.1% | 3,497 | +9.0% | 0.08% | +9.9% |
| Q3 2023 | $800 | -1.1% | 3,208 | +3.7% | 0.07% | +4.4% |
| Q2 2023 | $809 | -0.2% | 3,094 | -4.6% | 0.07% | -5.6% |
| Q1 2023 | $811 | +1.0% | 3,243 | -2.3% | 0.07% | -5.3% |
| Q4 2022 | $803 | -99.9% | 3,319 | -0.3% | 0.08% | +4.1% |
| Q3 2022 | $730,000 | +2.2% | 3,330 | +5.6% | 0.07% | +7.4% |
| Q2 2022 | $714,000 | -13.2% | 3,154 | +2.8% | 0.07% | +1.5% |
| Q1 2022 | $823,000 | -3.7% | 3,067 | +1.5% | 0.07% | +4.7% |
| Q4 2021 | $855,000 | +20.6% | 3,021 | +12.1% | 0.06% | +8.5% |
| Q3 2021 | $709,000 | -2.1% | 2,696 | +0.1% | 0.06% | -4.8% |
| Q2 2021 | $724,000 | +3.4% | 2,694 | +0.2% | 0.06% | -4.6% |
| Q1 2021 | $700,000 | +11.1% | 2,689 | -1.8% | 0.06% | +4.8% |
| Q4 2020 | $630,000 | +22.3% | 2,739 | -1.4% | 0.06% | +8.8% |
| Q3 2020 | $515,000 | +2.4% | 2,779 | -1.8% | 0.06% | -5.0% |
| Q2 2020 | $503,000 | -14.7% | 2,829 | -31.0% | 0.06% | -26.8% |
| Q1 2020 | $590,000 | -33.6% | 4,102 | -4.9% | 0.08% | -16.3% |
| Q4 2019 | $888,000 | +8.2% | 4,313 | +1.6% | 0.10% | -1.0% |
| Q3 2019 | $821,000 | -0.4% | 4,247 | +0.1% | 0.10% | -2.9% |
| Q2 2019 | $824,000 | +2.7% | 4,242 | +0.1% | 0.10% | -3.8% |
| Q1 2019 | $802,000 | +10.6% | 4,236 | -3.0% | 0.11% | -2.8% |
| Q4 2018 | $725,000 | +1.5% | 4,367 | +23.1% | 0.11% | +14.7% |
| Q3 2018 | $714,000 | +3.3% | 3,548 | 0.0% | 0.10% | -4.0% |
| Q2 2018 | $691,000 | +13.3% | 3,548 | +9.0% | 0.10% | +6.5% |
| Q1 2018 | $610,000 | -1.3% | 3,254 | 0.0% | 0.09% | -3.1% |
| Q4 2017 | $618,000 | +6.0% | 3,254 | -0.2% | 0.10% | -2.0% |
| Q3 2017 | $583,000 | -2.2% | 3,259 | -4.8% | 0.10% | -2.0% |
| Q2 2017 | $596,000 | -14.2% | 3,425 | -15.6% | 0.10% | -21.9% |
| Q1 2017 | $695,000 | – | 4,059 | – | 0.13% | – |
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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% |