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 | $222,920 | -4.6% | 894 | 0.0% | 0.00% | – |
| Q2 2023 | $233,763 | +4.5% | 894 | 0.0% | 0.00% | – |
| Q1 2023 | $223,643 | +3.4% | 894 | 0.0% | 0.00% | – |
| Q4 2022 | $216,251 | +10.3% | 894 | 0.0% | 0.00% | – |
| Q3 2022 | $196,000 | -65.0% | 894 | -63.9% | 0.00% | -100.0% |
| Q2 2022 | $560,000 | -15.7% | 2,475 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $664,000 | -5.0% | 2,475 | -4.8% | 0.00% | 0.0% |
| Q2 2021 | $699,000 | +3.2% | 2,600 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $677,000 | -44.7% | 2,600 | -51.2% | 0.00% | 0.0% |
| Q4 2020 | $1,224,000 | +142.4% | 5,330 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $505,000 | +10.7% | 2,665 | +3.9% | 0.00% | 0.0% |
| Q2 2020 | $456,000 | +23.2% | 2,565 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $370,000 | -20.6% | 2,565 | +13.2% | 0.00% | 0.0% |
| Q4 2019 | $466,000 | -88.8% | 2,265 | -89.5% | 0.00% | -85.7% |
| Q3 2019 | $4,144,000 | -1.3% | 21,605 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $4,197,000 | +2.6% | 21,605 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $4,092,000 | -13.0% | 21,605 | -23.8% | 0.01% | -22.2% |
| Q4 2018 | $4,705,000 | -35.5% | 28,335 | -21.8% | 0.01% | -30.8% |
| Q3 2018 | $7,295,000 | -2.0% | 36,245 | -5.2% | 0.01% | 0.0% |
| Q2 2018 | $7,441,000 | +1.8% | 38,245 | -1.9% | 0.01% | 0.0% |
| Q1 2018 | $7,310,000 | -3.2% | 38,970 | -2.0% | 0.01% | +8.3% |
| Q4 2017 | $7,548,000 | +5.4% | 39,770 | -0.7% | 0.01% | 0.0% |
| Q3 2017 | $7,158,000 | +20.1% | 40,035 | +16.7% | 0.01% | +9.1% |
| Q2 2017 | $5,960,000 | -54.3% | 34,300 | -55.0% | 0.01% | -8.3% |
| Q1 2017 | $13,050,000 | +121.6% | 76,240 | +114.0% | 0.01% | +9.1% |
| Q4 2016 | $5,890,000 | -6.0% | 35,625 | -12.0% | 0.01% | -8.3% |
| Q3 2016 | $6,264,000 | +5.2% | 40,490 | +1.6% | 0.01% | 0.0% |
| Q2 2016 | $5,955,000 | +3.3% | 39,865 | -0.4% | 0.01% | 0.0% |
| Q1 2016 | $5,763,000 | -3.7% | 40,015 | -6.8% | 0.01% | 0.0% |
| Q4 2015 | $5,986,000 | +2.0% | 42,945 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $5,866,000 | -8.5% | 42,945 | +0.2% | 0.01% | -7.7% |
| Q2 2015 | $6,414,000 | +0.1% | 42,860 | +0.6% | 0.01% | 0.0% |
| Q1 2015 | $6,408,000 | +735.5% | 42,600 | +703.8% | 0.01% | +550.0% |
| Q4 2014 | $767,000 | -99.9% | 5,300 | 0.0% | 0.00% | +100.0% |
| Q3 2014 | $724,722,000 | -4.4% | 5,300 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $758,324,000 | +4.1% | 5,300 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $728,591,000 | +2.7% | 5,300 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $709,193,000 | +7.8% | 5,300 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $657,942,000 | +7.5% | 5,300 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $612,150,000 | – | 5,300 | – | 0.00% | – |
Download | ||||||
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% |