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 | $3,779,720 | -4.0% | 15,158 | +0.7% | 2.19% | +2.0% |
| Q2 2023 | $3,935,397 | +6.0% | 15,050 | +1.4% | 2.15% | +3.7% |
| Q1 2023 | $3,713,243 | +4.1% | 14,843 | +0.7% | 2.07% | +1.8% |
| Q4 2022 | $3,566,540 | +10.9% | 14,744 | +0.5% | 2.03% | -0.8% |
| Q3 2022 | $3,216,000 | -3.4% | 14,668 | -0.4% | 2.05% | +1.4% |
| Q2 2022 | $3,330,000 | -15.4% | 14,721 | +0.4% | 2.02% | -4.8% |
| Q1 2022 | $3,936,000 | -3.4% | 14,666 | +1.9% | 2.12% | +0.8% |
| Q4 2021 | $4,074,000 | +11.3% | 14,391 | +3.4% | 2.11% | +5.0% |
| Q3 2021 | $3,660,000 | -0.6% | 13,913 | +1.5% | 2.01% | +4.5% |
| Q2 2021 | $3,682,000 | +6.8% | 13,702 | +3.4% | 1.92% | +2.2% |
| Q1 2021 | $3,448,000 | +13.9% | 13,247 | +0.6% | 1.88% | +1.8% |
| Q4 2020 | $3,026,000 | +23.8% | 13,167 | -0.2% | 1.85% | +2.2% |
| Q3 2020 | $2,445,000 | +5.3% | 13,193 | +1.1% | 1.81% | +4.1% |
| Q2 2020 | $2,321,000 | +9.9% | 13,054 | -11.1% | 1.74% | +0.5% |
| Q1 2020 | $2,112,000 | -28.9% | 14,683 | +1.7% | 1.73% | +21.1% |
| Q4 2019 | $2,971,000 | +9.3% | 14,433 | +2.6% | 1.42% | +23.6% |
| Q3 2019 | $2,718,000 | -54.3% | 14,066 | -54.6% | 1.15% | +0.8% |
| Q2 2019 | $5,946,000 | +100.1% | 31,002 | +97.6% | 1.14% | +2.7% |
| Q1 2019 | $2,972,000 | +16.9% | 15,693 | +2.5% | 1.11% | +14.7% |
| Q4 2018 | $2,543,000 | -18.6% | 15,315 | -1.3% | 0.97% | +3.6% |
| Q3 2018 | $3,123,000 | +0.0% | 15,517 | -3.2% | 0.94% | +3.5% |
| Q2 2018 | $3,122,000 | +1.3% | 16,028 | +0.8% | 0.90% | +0.7% |
| Q1 2018 | $3,081,000 | +4.3% | 15,898 | +2.1% | 0.90% | +9.2% |
| Q4 2017 | $2,955,000 | +6.6% | 15,568 | +0.4% | 0.82% | +12.9% |
| Q3 2017 | $2,773,000 | +1.7% | 15,503 | -1.1% | 0.73% | +2.4% |
| Q2 2017 | $2,726,000 | +2.7% | 15,673 | +1.1% | 0.71% | +5.6% |
| Q1 2017 | $2,654,000 | +2.5% | 15,503 | -1.0% | 0.67% | +7.3% |
| Q4 2016 | $2,589,000 | -16.5% | 15,658 | -21.9% | 0.63% | -18.9% |
| Q3 2016 | $3,101,000 | +3.6% | 20,043 | 0.0% | 0.77% | -1.9% |
| Q2 2016 | $2,994,000 | -1.4% | 20,043 | -4.9% | 0.79% | +4.5% |
| Q1 2016 | $3,038,000 | +13.8% | 21,068 | +10.0% | 0.76% | +30.4% |
| Q4 2015 | $2,670,000 | -0.8% | 19,161 | -2.7% | 0.58% | +2.7% |
| Q3 2015 | $2,691,000 | -7.9% | 19,702 | +1.2% | 0.56% | +8.3% |
| Q2 2015 | $2,921,000 | -0.3% | 19,473 | +1.0% | 0.52% | +0.6% |
| Q1 2015 | $2,931,000 | – | 19,284 | – | 0.52% | – |
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% |