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 | $574,193 | +6.2% | 2,303 | +11.4% | 0.43% | +9.0% |
| Q2 2023 | $540,825 | +3.8% | 2,068 | -0.7% | 0.39% | -2.5% |
| Q1 2023 | $520,827 | +3.8% | 2,082 | +0.4% | 0.40% | -9.5% |
| Q4 2022 | $501,631 | +7.0% | 2,074 | -2.9% | 0.44% | -1.8% |
| Q3 2022 | $469,000 | +13.3% | 2,137 | +16.8% | 0.45% | +22.2% |
| Q2 2022 | $414,000 | -15.7% | 1,829 | 0.0% | 0.37% | +1.1% |
| Q1 2022 | $491,000 | -5.2% | 1,829 | 0.0% | 0.36% | +2.5% |
| Q4 2021 | $518,000 | +7.7% | 1,829 | 0.0% | 0.36% | -3.0% |
| Q3 2021 | $481,000 | -2.2% | 1,829 | 0.0% | 0.37% | -4.2% |
| Q2 2021 | $492,000 | +3.4% | 1,829 | 0.0% | 0.38% | -4.2% |
| Q1 2021 | $476,000 | +13.3% | 1,829 | 0.0% | 0.40% | +10.8% |
| Q4 2020 | $420,000 | +24.3% | 1,829 | 0.0% | 0.36% | +17.6% |
| Q3 2020 | $338,000 | +4.0% | 1,829 | 0.0% | 0.31% | -2.8% |
| Q2 2020 | $325,000 | +23.6% | 1,829 | 0.0% | 0.32% | -2.5% |
| Q1 2020 | $263,000 | -30.1% | 1,829 | 0.0% | 0.32% | -14.5% |
| Q4 2019 | $376,000 | – | 1,829 | – | 0.38% | – |
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% |