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 2022 | $409,762 | -23.3% | 1,694 | -30.5% | 0.29% | -33.6% |
| Q3 2022 | $534,000 | -9.8% | 2,438 | -6.8% | 0.43% | -3.4% |
| Q2 2022 | $592,000 | -15.8% | 2,617 | 0.0% | 0.45% | +5.2% |
| Q1 2022 | $703,000 | -5.4% | 2,617 | -0.2% | 0.42% | -4.5% |
| Q4 2021 | $743,000 | +7.7% | 2,623 | 0.0% | 0.44% | -7.7% |
| Q3 2021 | $690,000 | -2.1% | 2,623 | 0.0% | 0.48% | -5.7% |
| Q2 2021 | $705,000 | -17.6% | 2,623 | -20.2% | 0.51% | -25.7% |
| Q1 2021 | $856,000 | +6.2% | 3,288 | -6.3% | 0.69% | -36.2% |
| Q4 2020 | $806,000 | +21.9% | 3,510 | -1.5% | 1.08% | +16.1% |
| Q3 2020 | $661,000 | +1.2% | 3,565 | -2.9% | 0.93% | -4.0% |
| Q2 2020 | $653,000 | -55.6% | 3,673 | -48.6% | 0.97% | -53.5% |
| Q4 2019 | $1,470,000 | -78.9% | 7,143 | -80.2% | 2.08% | -81.6% |
| Q3 2019 | $6,959,000 | +34.2% | 36,013 | +34.9% | 11.30% | +30.7% |
| Q2 2019 | $5,187,000 | +86.2% | 26,702 | +81.5% | 8.65% | +70.6% |
| Q1 2019 | $2,786,000 | +36.5% | 14,710 | +19.7% | 5.07% | +9.1% |
| Q4 2018 | $2,041,000 | -52.8% | 12,293 | -42.8% | 4.65% | -9.7% |
| Q3 2018 | $4,322,000 | +61.1% | 21,476 | +56.0% | 5.14% | +60.3% |
| Q2 2018 | $2,682,000 | +332.6% | 13,768 | +316.5% | 3.21% | +119.6% |
| Q1 2018 | $620,000 | +82.4% | 3,306 | +84.6% | 1.46% | +92.2% |
| Q4 2017 | $340,000 | +10.0% | 1,791 | -16.2% | 0.76% | +355.1% |
| Q4 2014 | $309,000 | +5.8% | 2,136 | 0.0% | 0.17% | +0.6% |
| Q3 2014 | $292,000 | -4.6% | 2,136 | 0.0% | 0.17% | -13.5% |
| Q2 2014 | $306,000 | +4.1% | 2,136 | 0.0% | 0.19% | +2.1% |
| Q1 2014 | $294,000 | +2.8% | 2,136 | 0.0% | 0.19% | -14.5% |
| Q4 2013 | $286,000 | +7.9% | 2,136 | 0.0% | 0.22% | +8.4% |
| Q3 2013 | $265,000 | +7.3% | 2,136 | 0.0% | 0.20% | -17.1% |
| Q2 2013 | $247,000 | – | 2,136 | – | 0.24% | – |
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% |