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 | $833,323 | +10.4% | 3,445 | 0.0% | 0.06% | +3.3% |
| Q3 2022 | $755,000 | -7.0% | 3,445 | -4.0% | 0.06% | +1.7% |
| Q2 2022 | $812,000 | +42.0% | 3,590 | +68.5% | 0.06% | +66.7% |
| Q1 2022 | $572,000 | -8.6% | 2,130 | -3.6% | 0.04% | -2.7% |
| Q4 2021 | $626,000 | +7.7% | 2,210 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $581,000 | -2.2% | 2,210 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $594,000 | -3.4% | 2,210 | -6.4% | 0.04% | -4.9% |
| Q1 2021 | $615,000 | +3.4% | 2,362 | -8.7% | 0.04% | 0.0% |
| Q4 2020 | $595,000 | +22.2% | 2,587 | -1.5% | 0.04% | +17.1% |
| Q3 2020 | $487,000 | +5.9% | 2,627 | +1.5% | 0.04% | -5.4% |
| Q2 2020 | $460,000 | +23.7% | 2,587 | 0.0% | 0.04% | +8.8% |
| Q1 2020 | $372,000 | -42.0% | 2,587 | -17.0% | 0.03% | -32.0% |
| Q4 2019 | $641,000 | -3.5% | 3,115 | -9.4% | 0.05% | -9.1% |
| Q3 2019 | $664,000 | -0.6% | 3,438 | 0.0% | 0.06% | -3.5% |
| Q2 2019 | $668,000 | -1.8% | 3,438 | -4.2% | 0.06% | -5.0% |
| Q1 2019 | $680,000 | +12.2% | 3,588 | -1.6% | 0.06% | -1.6% |
| Q4 2018 | $606,000 | -18.4% | 3,648 | -1.2% | 0.06% | -11.6% |
| Q3 2018 | $743,000 | 0.0% | 3,693 | -3.1% | 0.07% | -8.0% |
| Q2 2018 | $743,000 | -2.9% | 3,813 | -6.5% | 0.08% | -1.3% |
| Q1 2018 | $765,000 | -8.7% | 4,080 | -7.6% | 0.08% | -5.0% |
| Q4 2017 | $838,000 | +4.9% | 4,416 | -1.1% | 0.08% | -2.4% |
| Q3 2017 | $799,000 | +1.5% | 4,464 | -1.3% | 0.08% | 0.0% |
| Q2 2017 | $787,000 | +1.7% | 4,522 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $774,000 | -0.1% | 4,522 | -3.6% | 0.08% | -4.7% |
| Q4 2016 | $775,000 | +6.9% | 4,690 | +0.1% | 0.09% | +8.9% |
| Q3 2016 | $725,000 | +3.6% | 4,685 | 0.0% | 0.08% | +3.9% |
| Q2 2016 | $700,000 | +3.7% | 4,685 | +0.1% | 0.08% | +1.3% |
| Q1 2016 | $675,000 | +3.5% | 4,682 | +0.1% | 0.08% | +4.2% |
| Q4 2015 | $652,000 | -5.4% | 4,678 | -7.2% | 0.07% | -8.9% |
| Q3 2015 | $689,000 | -12.9% | 5,041 | -4.4% | 0.08% | -3.7% |
| Q2 2015 | $791,000 | -6.9% | 5,272 | -5.7% | 0.08% | -6.8% |
| Q1 2015 | $850,000 | +4.0% | 5,593 | -0.8% | 0.09% | +4.8% |
| Q4 2014 | $817,000 | +9.8% | 5,640 | +3.7% | 0.08% | +2.4% |
| Q3 2014 | $744,000 | -18.6% | 5,439 | -14.9% | 0.08% | -19.6% |
| Q2 2014 | $914,000 | +4.1% | 6,389 | +0.0% | 0.10% | 0.0% |
| Q1 2014 | $878,000 | +7.5% | 6,388 | +4.6% | 0.10% | +6.2% |
| Q4 2013 | $817,000 | -6.7% | 6,107 | -13.5% | 0.10% | -15.0% |
| Q3 2013 | $876,000 | +12.0% | 7,058 | +4.2% | 0.11% | +9.7% |
| Q2 2013 | $782,000 | – | 6,773 | – | 0.10% | – |
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% |