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 | $342,856 | +15.0% | 1,375 | +20.6% | 0.05% | +19.0% |
| Q2 2023 | $298,087 | -18.2% | 1,140 | -21.8% | 0.04% | -19.2% |
| Q1 2023 | $364,483 | -53.1% | 1,457 | -54.6% | 0.05% | -59.4% |
| Q4 2022 | $776,951 | +154.7% | 3,212 | +130.9% | 0.13% | +146.2% |
| Q3 2022 | $305,000 | -3.2% | 1,391 | -0.2% | 0.05% | +4.0% |
| Q2 2022 | $315,000 | -14.4% | 1,394 | +1.6% | 0.05% | -48.5% |
| Q1 2022 | $368,000 | -66.0% | 1,372 | -64.1% | 0.10% | -36.6% |
| Q4 2021 | $1,082,000 | +228.9% | 3,822 | +205.3% | 0.15% | +200.0% |
| Q3 2021 | $329,000 | -0.3% | 1,252 | +2.0% | 0.05% | +2.0% |
| Q2 2021 | $330,000 | +3.4% | 1,227 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $319,000 | +0.6% | 1,227 | -11.1% | 0.05% | -5.7% |
| Q4 2020 | $317,000 | -52.1% | 1,380 | -61.3% | 0.05% | -58.9% |
| Q3 2020 | $662,000 | +46.5% | 3,570 | +40.6% | 0.13% | +25.2% |
| Q2 2020 | $452,000 | +23.8% | 2,540 | 0.0% | 0.10% | -3.7% |
| Q1 2020 | $365,000 | -33.0% | 2,540 | -4.2% | 0.11% | -7.0% |
| Q4 2019 | $545,000 | +6.4% | 2,650 | 0.0% | 0.12% | -7.3% |
| Q3 2019 | $512,000 | -0.6% | 2,650 | 0.0% | 0.12% | -4.6% |
| Q2 2019 | $515,000 | +2.6% | 2,650 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $502,000 | +13.1% | 2,650 | -0.9% | 0.13% | +11.2% |
| Q4 2018 | $444,000 | -17.5% | 2,675 | 0.0% | 0.12% | -0.9% |
| Q3 2018 | $538,000 | -91.1% | 2,675 | -91.3% | 0.12% | -91.6% |
| Q2 2018 | $6,012,000 | +1100.0% | 30,865 | +1054.7% | 1.38% | +1035.2% |
| Q1 2018 | $501,000 | -5.5% | 2,673 | -4.4% | 0.12% | -0.8% |
| Q4 2017 | $530,000 | +6.0% | 2,795 | 0.0% | 0.12% | -0.8% |
| Q3 2017 | $500,000 | +2.5% | 2,795 | -0.4% | 0.12% | -2.4% |
| Q2 2017 | $488,000 | +1.7% | 2,805 | 0.0% | 0.13% | +0.8% |
| Q1 2017 | $480,000 | +3.4% | 2,805 | 0.0% | 0.13% | -3.8% |
| Q4 2016 | $464,000 | -2.9% | 2,805 | -9.2% | 0.13% | -9.7% |
| Q3 2016 | $478,000 | +3.0% | 3,090 | -0.5% | 0.14% | +1.4% |
| Q2 2016 | $464,000 | -7.6% | 3,105 | -10.8% | 0.14% | -9.5% |
| Q1 2016 | $502,000 | -35.4% | 3,480 | -37.6% | 0.16% | -37.1% |
| Q4 2015 | $777,000 | -29.0% | 5,580 | -30.3% | 0.25% | -35.3% |
| Q3 2015 | $1,094,000 | -25.2% | 8,010 | -17.8% | 0.39% | -12.2% |
| Q2 2015 | $1,462,000 | -60.2% | 9,750 | -59.6% | 0.44% | -57.9% |
| Q1 2015 | $3,671,000 | -2.9% | 24,155 | -7.5% | 1.05% | -4.0% |
| Q4 2014 | $3,781,000 | -1.9% | 26,111 | -7.3% | 1.10% | -7.4% |
| Q3 2014 | $3,853,000 | -7.5% | 28,181 | -3.2% | 1.18% | -8.5% |
| Q2 2014 | $4,167,000 | +2.1% | 29,126 | -1.9% | 1.29% | -1.5% |
| Q1 2014 | $4,082,000 | +6.4% | 29,691 | +3.5% | 1.31% | +10.1% |
| Q4 2013 | $3,838,000 | +16.4% | 28,686 | +8.0% | 1.19% | +2.6% |
| Q3 2013 | $3,296,000 | – | 26,554 | – | 1.16% | – |
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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% |