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 | $36,010,145 | -3.2% | 143,863 | +1.1% | 7.36% | +2.7% |
| Q2 2023 | $37,213,359 | +5.6% | 142,318 | +1.0% | 7.16% | +0.7% |
| Q1 2023 | $35,246,776 | +1.3% | 140,897 | -2.0% | 7.11% | +0.4% |
| Q4 2022 | $34,788,891 | +7.8% | 143,821 | -2.2% | 7.08% | +10.4% |
| Q3 2022 | $32,258,000 | -1.7% | 147,121 | +1.4% | 6.42% | +0.7% |
| Q2 2022 | $32,829,000 | -12.1% | 145,111 | +4.3% | 6.37% | +1.8% |
| Q1 2022 | $37,340,000 | -2.7% | 139,150 | +2.6% | 6.26% | -8.7% |
| Q4 2021 | $38,378,000 | +11.1% | 135,573 | +3.3% | 6.86% | +2.5% |
| Q3 2021 | $34,531,000 | +1.0% | 131,262 | +3.2% | 6.69% | +5.7% |
| Q2 2021 | $34,178,000 | +3.9% | 127,182 | +0.7% | 6.33% | -3.7% |
| Q1 2021 | $32,880,000 | +18.7% | 126,324 | +4.8% | 6.57% | +7.6% |
| Q4 2020 | $27,709,000 | +29.4% | 120,562 | +4.3% | 6.11% | +16.2% |
| Q3 2020 | $21,410,000 | -0.5% | 115,539 | -4.5% | 5.26% | -7.2% |
| Q2 2020 | $21,519,000 | -11.2% | 121,014 | -28.2% | 5.66% | -23.0% |
| Q1 2020 | $24,236,000 | -42.0% | 168,467 | -17.1% | 7.36% | -28.5% |
| Q4 2019 | $41,821,000 | +7.1% | 203,190 | +0.5% | 10.28% | -3.4% |
| Q3 2019 | $39,062,000 | +1.2% | 202,151 | +1.8% | 10.65% | -0.7% |
| Q2 2019 | $38,589,000 | +1.0% | 198,645 | -1.5% | 10.72% | -0.8% |
| Q1 2019 | $38,206,000 | +14.5% | 201,721 | +0.4% | 10.80% | +0.0% |
| Q4 2018 | $33,358,000 | -23.6% | 200,881 | -7.4% | 10.80% | -20.8% |
| Q3 2018 | $43,666,000 | +3.5% | 216,933 | +0.1% | 13.63% | -3.0% |
| Q2 2018 | $42,202,000 | +4.9% | 216,663 | +1.0% | 14.06% | +1.3% |
| Q1 2018 | $40,247,000 | +7.7% | 214,572 | +9.0% | 13.87% | +1.4% |
| Q4 2017 | $37,365,000 | +4.8% | 196,883 | -1.2% | 13.68% | -11.6% |
| Q3 2017 | $35,651,000 | +4.3% | 199,280 | +1.5% | 15.48% | +2.2% |
| Q2 2017 | $34,168,000 | +3.2% | 196,423 | +1.6% | 15.15% | +2.2% |
| Q1 2017 | $33,112,000 | +3.7% | 193,365 | +0.2% | 14.82% | -5.1% |
| Q4 2016 | $31,921,000 | +14.1% | 193,066 | +6.7% | 15.62% | +10.8% |
| Q3 2016 | $27,981,000 | +16.0% | 180,859 | +12.0% | 14.09% | +11.8% |
| Q2 2016 | $24,124,000 | +6.9% | 161,484 | +3.2% | 12.60% | -0.3% |
| Q1 2016 | $22,559,000 | +4.3% | 156,451 | +0.8% | 12.64% | -0.8% |
| Q4 2015 | $21,628,000 | -1.7% | 155,242 | -3.6% | 12.74% | -3.4% |
| Q3 2015 | $22,004,000 | +0.6% | 161,068 | +10.4% | 13.19% | +1.4% |
| Q2 2015 | $21,874,000 | +4.3% | 145,847 | +5.7% | 13.01% | +4.9% |
| Q1 2015 | $20,972,000 | +14.1% | 137,991 | +8.7% | 12.40% | +3.9% |
| Q4 2014 | $18,381,000 | +12.0% | 126,940 | +5.8% | 11.93% | -15.3% |
| Q3 2014 | $16,408,000 | -8.1% | 119,994 | -3.8% | 14.09% | -8.8% |
| Q2 2014 | $17,853,000 | +8.1% | 124,776 | +3.9% | 15.45% | -12.2% |
| Q1 2014 | $16,514,000 | +3.6% | 120,131 | +0.8% | 17.59% | -20.6% |
| Q4 2013 | $15,942,000 | – | 119,140 | – | 22.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |