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 | $531,614 | +77.4% | 2,132 | +86.0% | 0.07% | -5.4% |
| Q2 2023 | $299,656 | +4.4% | 1,146 | 0.0% | 0.07% | +1.4% |
| Q1 2023 | $287,000 | +5.1% | 1,146 | +1.6% | 0.07% | -6.4% |
| Q4 2022 | $273,000 | -99.9% | 1,128 | 0.0% | 0.08% | +4.0% |
| Q3 2022 | $247,000,000 | -3.1% | 1,128 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $255,000,000 | -15.8% | 1,128 | 0.0% | 0.08% | +4.1% |
| Q1 2022 | $303,000,000 | -42.5% | 1,128 | -39.4% | 0.07% | -31.1% |
| Q4 2021 | $527,000,000 | +3.7% | 1,861 | -3.6% | 0.11% | +7.1% |
| Q3 2021 | $508,000,000 | -1.7% | 1,931 | -2.5% | 0.10% | -6.6% |
| Q2 2021 | $517,000,000 | +12.9% | 1,981 | +12.5% | 0.11% | +2.9% |
| Q1 2021 | $458,000,000 | +24.8% | 1,761 | +10.4% | 0.10% | +13.2% |
| Q4 2020 | $367,000,000 | +16.9% | 1,595 | -5.9% | 0.09% | +2.2% |
| Q3 2020 | $314,000,000 | +4.3% | 1,695 | 0.0% | 0.09% | -6.3% |
| Q2 2020 | $301,000,000 | +23.4% | 1,695 | 0.0% | 0.10% | +5.6% |
| Q1 2020 | $243,843,000 | +69769.1% | 1,695 | 0.0% | 0.09% | -7.2% |
| Q4 2019 | $349,000 | -99.9% | 1,695 | 0.0% | 0.10% | -8.5% |
| Q3 2019 | $328,000,000 | -0.3% | 1,695 | 0.0% | 0.11% | -5.4% |
| Q2 2019 | $329,000,000 | +2.5% | 1,695 | 0.0% | 0.11% | -3.4% |
| Q1 2019 | $321,000,000 | +114134.9% | 1,695 | 0.0% | 0.12% | +1.8% |
| Q4 2018 | $281,000 | -17.8% | 1,695 | -0.3% | 0.11% | -5.0% |
| Q3 2018 | $342,000 | +14.4% | 1,700 | +10.8% | 0.12% | +9.1% |
| Q2 2018 | $299,000 | +3.8% | 1,534 | 0.0% | 0.11% | +2.8% |
| Q1 2018 | $288,000 | -1.0% | 1,534 | 0.0% | 0.11% | +1.9% |
| Q4 2017 | $291,000 | +3.9% | 1,534 | -1.9% | 0.10% | 0.0% |
| Q3 2017 | $280,000 | +0.7% | 1,564 | -2.2% | 0.10% | -1.9% |
| Q2 2017 | $278,000 | +1.5% | 1,599 | 0.0% | 0.11% | +2.9% |
| Q1 2017 | $274,000 | +3.8% | 1,599 | 0.0% | 0.10% | -5.5% |
| Q4 2016 | $264,000 | +6.9% | 1,599 | 0.0% | 0.11% | +3.8% |
| Q3 2016 | $247,000 | -2.8% | 1,599 | -5.9% | 0.11% | -6.2% |
| Q2 2016 | $254,000 | +10.0% | 1,699 | +6.3% | 0.11% | +7.6% |
| Q1 2016 | $231,000 | +13.2% | 1,599 | +9.2% | 0.10% | +8.2% |
| Q4 2015 | $204,000 | -99.9% | 1,464 | 0.0% | 0.10% | +2.1% |
| Q2 2015 | $220,000,000 | -0.9% | 1,464 | 0.0% | 0.10% | +3.3% |
| Q1 2015 | $222,000,000 | +104617.0% | 1,464 | 0.0% | 0.09% | +3.4% |
| Q4 2014 | $212,000 | +6.0% | 1,464 | 0.0% | 0.09% | +2.3% |
| Q3 2014 | $200,000 | -99.9% | 1,464 | 0.0% | 0.09% | -7.4% |
| Q2 2014 | $209,000,000 | +4.0% | 1,464 | 0.0% | 0.09% | -5.1% |
| Q1 2014 | $201,000,000 | – | 1,464 | – | 0.10% | – |
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% |