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 | $118,435,016 | -1.9% | 474,975 | +2.8% | 1.37% | +6.4% |
| Q2 2023 | $120,786,241 | +7.4% | 461,933 | +2.8% | 1.28% | +1.0% |
| Q1 2023 | $112,447,921 | +104415.2% | 449,504 | +1.1% | 1.27% | -6.7% |
| Q4 2022 | $107,590 | -99.9% | 444,787 | +0.9% | 1.36% | -4.8% |
| Q3 2022 | $96,659,000 | -1.2% | 440,841 | +2.0% | 1.43% | -3.3% |
| Q2 2022 | $97,787,000 | -15.5% | 432,247 | +0.3% | 1.48% | +7.2% |
| Q1 2022 | $115,682,000 | -3.6% | 431,101 | +1.7% | 1.38% | -1.8% |
| Q4 2021 | $120,053,000 | +7.7% | 424,097 | +0.1% | 1.41% | +3.5% |
| Q3 2021 | $111,465,000 | -2.0% | 423,709 | +0.1% | 1.36% | -3.7% |
| Q2 2021 | $113,795,000 | +0.7% | 423,454 | -2.5% | 1.41% | -5.5% |
| Q1 2021 | $112,993,000 | +6.9% | 434,121 | -5.6% | 1.49% | +6.3% |
| Q4 2020 | $105,682,000 | +13.6% | 459,825 | -8.4% | 1.40% | -2.6% |
| Q3 2020 | $93,028,000 | +4.8% | 502,011 | +0.6% | 1.44% | -7.3% |
| Q2 2020 | $88,738,000 | +30.0% | 499,033 | +5.2% | 1.56% | +14.7% |
| Q1 2020 | $68,249,000 | -20.6% | 474,416 | +13.6% | 1.36% | +0.7% |
| Q4 2019 | $85,976,000 | +0.2% | 417,724 | -6.0% | 1.35% | +1.1% |
| Q3 2019 | $85,831,000 | +1.2% | 444,191 | +1.7% | 1.33% | -0.7% |
| Q2 2019 | $84,832,000 | +2.7% | 436,694 | +0.2% | 1.34% | -1.4% |
| Q1 2019 | $82,569,000 | +15.6% | 435,949 | +1.3% | 1.36% | -3.7% |
| Q4 2018 | $71,443,000 | -8.6% | 430,224 | +10.7% | 1.41% | -0.1% |
| Q3 2018 | $78,199,000 | +4.4% | 388,487 | +1.0% | 1.41% | -0.9% |
| Q2 2018 | $74,932,000 | +7.0% | 384,700 | +3.0% | 1.43% | +2.6% |
| Q1 2018 | $70,033,000 | +6.2% | 373,372 | +7.4% | 1.39% | +4.0% |
| Q4 2017 | $65,960,000 | +14.5% | 347,559 | +8.0% | 1.34% | +5.9% |
| Q3 2017 | $57,588,000 | +14.7% | 321,903 | +11.6% | 1.26% | +10.2% |
| Q2 2017 | $50,197,000 | +36.5% | 288,570 | +34.3% | 1.15% | +29.5% |
| Q1 2017 | $36,783,000 | +102.6% | 214,831 | +95.7% | 0.88% | +85.5% |
| Q4 2016 | $18,154,000 | +33.8% | 109,797 | +25.2% | 0.48% | +33.6% |
| Q3 2016 | $13,563,000 | +36.7% | 87,666 | +32.0% | 0.36% | +40.6% |
| Q2 2016 | $9,921,000 | +127.2% | 66,411 | +119.3% | 0.25% | +113.4% |
| Q1 2016 | $4,366,000 | +32.6% | 30,278 | +28.1% | 0.12% | +20.2% |
| Q4 2015 | $3,292,000 | -5.3% | 23,629 | -7.2% | 0.10% | -4.8% |
| Q3 2015 | $3,477,000 | -2.5% | 25,454 | +7.0% | 0.10% | +1.0% |
| Q2 2015 | $3,567,000 | -7.6% | 23,780 | -6.4% | 0.10% | -11.2% |
| Q1 2015 | $3,860,000 | -1.4% | 25,398 | -6.0% | 0.12% | +2.7% |
| Q4 2014 | $3,913,000 | -19.6% | 27,022 | -24.1% | 0.11% | -29.8% |
| Q3 2014 | $4,868,000 | -30.9% | 35,604 | -27.6% | 0.16% | -27.8% |
| Q2 2014 | $7,040,000 | -1.7% | 49,202 | -5.6% | 0.22% | -3.0% |
| Q1 2014 | $7,162,000 | +114.4% | 52,100 | +108.7% | 0.23% | +100.0% |
| Q4 2013 | $3,341,000 | +18.8% | 24,967 | +10.2% | 0.12% | +8.5% |
| Q3 2013 | $2,813,000 | +31.5% | 22,663 | +22.4% | 0.11% | +26.2% |
| Q2 2013 | $2,139,000 | – | 18,523 | – | 0.08% | – |
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% |