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 | $225,662 | +6.9% | 905 | +12.1% | 0.00% | 0.0% |
| Q2 2023 | $211,014 | +1.8% | 807 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $207,383 | -29.3% | 829 | -31.7% | 0.00% | -88.2% |
| Q4 2022 | $293,413 | +4.4% | 1,213 | -5.5% | 0.02% | +183.3% |
| Q3 2022 | $281,000 | +3.3% | 1,283 | +6.7% | 0.01% | +20.0% |
| Q2 2022 | $272,000 | -15.8% | 1,202 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $323,000 | -75.9% | 1,202 | -74.6% | 0.01% | -75.0% |
| Q4 2021 | $1,339,000 | +249.6% | 4,729 | +224.6% | 0.02% | +233.3% |
| Q3 2021 | $383,000 | -13.7% | 1,457 | -11.8% | 0.01% | -14.3% |
| Q2 2021 | $444,000 | -14.3% | 1,652 | -16.9% | 0.01% | -12.5% |
| Q1 2021 | $518,000 | +13.1% | 1,989 | -0.1% | 0.01% | 0.0% |
| Q4 2020 | $458,000 | +24.1% | 1,991 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $369,000 | +4.2% | 1,991 | +0.1% | 0.01% | -11.1% |
| Q2 2020 | $354,000 | +20.0% | 1,989 | -2.9% | 0.01% | 0.0% |
| Q1 2020 | $295,000 | +13.5% | 2,049 | +62.4% | 0.01% | +50.0% |
| Q4 2019 | $260,000 | -6.1% | 1,262 | -11.8% | 0.01% | 0.0% |
| Q3 2019 | $277,000 | -3.8% | 1,431 | -3.4% | 0.01% | 0.0% |
| Q2 2019 | $288,000 | -42.9% | 1,481 | -44.3% | 0.01% | -45.5% |
| Q1 2019 | $504,000 | -6.0% | 2,659 | -17.6% | 0.01% | -15.4% |
| Q4 2018 | $536,000 | -4.6% | 3,228 | +15.7% | 0.01% | +8.3% |
| Q3 2018 | $562,000 | +4.9% | 2,790 | +1.3% | 0.01% | -7.7% |
| Q2 2018 | $536,000 | -6.8% | 2,753 | -10.2% | 0.01% | -7.1% |
| Q1 2018 | $575,000 | +7.3% | 3,066 | +8.5% | 0.01% | +16.7% |
| Q4 2017 | $536,000 | -7.6% | 2,826 | -12.8% | 0.01% | -14.3% |
| Q3 2017 | $580,000 | -21.1% | 3,241 | -23.3% | 0.01% | -22.2% |
| Q2 2017 | $735,000 | -8.2% | 4,227 | -9.6% | 0.02% | -14.3% |
| Q1 2017 | $801,000 | -13.5% | 4,676 | -16.5% | 0.02% | -12.5% |
| Q4 2016 | $926,000 | +5.5% | 5,601 | -1.3% | 0.02% | 0.0% |
| Q3 2016 | $878,000 | -25.2% | 5,676 | -27.8% | 0.02% | -25.0% |
| Q2 2016 | $1,174,000 | -19.1% | 7,860 | -21.9% | 0.03% | -20.0% |
| Q1 2016 | $1,451,000 | +210.7% | 10,066 | +188.2% | 0.04% | +90.5% |
| Q4 2013 | $467,000 | -89.1% | 3,493 | -89.9% | 0.02% | -89.1% |
| Q3 2013 | $4,279,000 | +5.7% | 34,467 | -1.7% | 0.19% | +1.1% |
| Q2 2013 | $4,049,000 | – | 35,050 | – | 0.19% | – |
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% |