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 | $387,739 | -4.6% | 1,555 | 0.0% | 0.04% | -13.5% |
| Q2 2023 | $406,601 | +4.5% | 1,555 | 0.0% | 0.05% | -3.7% |
| Q1 2023 | $388,999 | +189655.6% | 1,555 | +83.2% | 0.05% | +80.0% |
| Q4 2022 | $205 | -99.9% | 849 | 0.0% | 0.03% | +11.1% |
| Q3 2022 | $186,000 | -3.1% | 849 | 0.0% | 0.03% | -12.9% |
| Q2 2022 | $192,000 | -15.8% | 849 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $228,000 | -14.9% | 849 | -10.4% | 0.03% | -13.5% |
| Q4 2021 | $268,000 | -40.0% | 948 | -44.2% | 0.04% | -45.6% |
| Q3 2021 | $447,000 | +78.8% | 1,699 | +82.9% | 0.07% | +78.9% |
| Q2 2021 | $250,000 | +3.3% | 929 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $242,000 | +13.1% | 929 | 0.0% | 0.04% | +5.4% |
| Q4 2020 | $214,000 | +24.4% | 929 | 0.0% | 0.04% | +8.8% |
| Q3 2020 | $172,000 | +4.2% | 929 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $165,000 | -29.2% | 929 | -17.9% | 0.04% | -36.4% |
| Q4 2019 | $233,000 | +6.4% | 1,131 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $219,000 | -0.5% | 1,131 | 0.0% | 0.06% | -3.5% |
| Q2 2019 | $220,000 | +2.8% | 1,131 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $214,000 | -7.4% | 1,131 | -1.4% | 0.06% | -6.5% |
| Q3 2018 | $231,000 | +3.6% | 1,147 | 0.0% | 0.06% | -3.1% |
| Q2 2018 | $223,000 | +5.2% | 1,147 | +1.4% | 0.06% | 0.0% |
| Q1 2018 | $212,000 | -1.4% | 1,131 | 0.0% | 0.06% | +1.6% |
| Q4 2017 | $215,000 | – | 1,131 | – | 0.06% | – |
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% |