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 | $1,950,204 | -7.5% | 7,821 | -3.0% | 0.02% | 0.0% |
| Q2 2023 | $2,108,622 | +14.5% | 8,064 | +9.5% | 0.02% | +7.1% |
| Q1 2023 | $1,841,723 | -6.8% | 7,362 | -9.9% | 0.01% | -6.7% |
| Q4 2022 | $1,976,483 | +2.3% | 8,171 | -7.3% | 0.02% | -6.2% |
| Q3 2022 | $1,932,000 | -3.1% | 8,812 | +0.0% | 0.02% | +6.7% |
| Q2 2022 | $1,993,000 | -15.7% | 8,811 | +0.0% | 0.02% | 0.0% |
| Q1 2022 | $2,364,000 | -5.2% | 8,809 | +0.0% | 0.02% | -6.2% |
| Q4 2021 | $2,493,000 | +7.6% | 8,808 | +0.0% | 0.02% | 0.0% |
| Q3 2021 | $2,317,000 | -3.0% | 8,807 | -1.0% | 0.02% | 0.0% |
| Q2 2021 | $2,389,000 | +2.9% | 8,892 | -0.3% | 0.02% | 0.0% |
| Q1 2021 | $2,322,000 | +17.6% | 8,920 | +3.8% | 0.02% | +14.3% |
| Q4 2020 | $1,974,000 | +53.5% | 8,591 | +23.8% | 0.01% | +27.3% |
| Q3 2020 | $1,286,000 | +4.2% | 6,939 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,234,000 | +18.5% | 6,939 | -4.1% | 0.01% | 0.0% |
| Q1 2020 | $1,041,000 | +178.3% | 7,237 | +298.3% | 0.01% | +266.7% |
| Q4 2019 | $374,000 | +36.5% | 1,817 | +28.0% | 0.00% | +50.0% |
| Q3 2019 | $274,000 | -0.7% | 1,419 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $276,000 | +1.1% | 1,419 | -1.7% | 0.00% | 0.0% |
| Q1 2019 | $273,000 | +4.2% | 1,444 | -8.4% | 0.00% | 0.0% |
| Q4 2018 | $262,000 | -22.0% | 1,577 | -5.4% | 0.00% | 0.0% |
| Q3 2018 | $336,000 | +20.9% | 1,667 | +16.8% | 0.00% | 0.0% |
| Q2 2018 | $278,000 | +4.9% | 1,427 | +1.1% | 0.00% | 0.0% |
| Q1 2018 | $265,000 | -8.0% | 1,412 | -6.9% | 0.00% | 0.0% |
| Q4 2017 | $288,000 | +6.3% | 1,517 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $271,000 | +19.4% | 1,517 | +14.7% | 0.00% | +50.0% |
| Q1 2017 | $227,000 | -39.9% | 1,323 | -42.1% | 0.00% | -50.0% |
| Q4 2016 | $378,000 | +84.4% | 2,284 | +72.6% | 0.00% | +100.0% |
| Q3 2016 | $205,000 | +1.5% | 1,323 | -5.7% | 0.00% | -33.3% |
| Q1 2016 | $202,000 | -41.1% | 1,403 | -41.5% | 0.00% | -40.0% |
| Q2 2014 | $343,000 | – | 2,400 | – | 0.01% | – |
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% |