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 | $2,944 | -80.3% | 11,807 | -79.4% | 0.03% | -69.9% |
| Q2 2023 | $14,975 | +663.3% | 57,270 | +630.4% | 0.11% | +391.3% |
| Q1 2023 | $1,962 | +150.6% | 7,841 | +142.2% | 0.02% | +130.0% |
| Q4 2022 | $783 | -99.9% | 3,238 | +1.4% | 0.01% | +11.1% |
| Q3 2022 | $700,000 | -38.0% | 3,192 | -36.0% | 0.01% | -25.0% |
| Q2 2022 | $1,129,000 | +31.3% | 4,990 | +55.7% | 0.01% | +100.0% |
| Q1 2022 | $860,000 | -33.8% | 3,204 | -30.2% | 0.01% | -14.3% |
| Q4 2021 | $1,300,000 | +6.2% | 4,593 | -1.2% | 0.01% | +16.7% |
| Q3 2021 | $1,224,000 | -8.4% | 4,651 | -6.5% | 0.01% | 0.0% |
| Q2 2021 | $1,336,000 | +15.2% | 4,972 | +11.6% | 0.01% | 0.0% |
| Q1 2021 | $1,160,000 | +146.8% | 4,457 | +117.8% | 0.01% | +100.0% |
| Q4 2020 | $470,000 | +2.2% | 2,046 | -17.6% | 0.00% | 0.0% |
| Q3 2020 | $460,000 | -11.4% | 2,482 | -15.0% | 0.00% | -25.0% |
| Q2 2020 | $519,000 | -8.5% | 2,921 | -25.9% | 0.00% | -20.0% |
| Q1 2020 | $567,000 | +137.2% | 3,942 | +220.5% | 0.01% | +150.0% |
| Q2 2019 | $239,000 | -92.9% | 1,230 | -93.9% | 0.00% | -93.1% |
| Q4 2018 | $3,353,000 | +1610.7% | 20,190 | +1972.9% | 0.03% | +2800.0% |
| Q3 2018 | $196,000 | -92.6% | 974 | -93.1% | 0.00% | -95.2% |
| Q1 2018 | $2,646,000 | -36.3% | 14,105 | -40.9% | 0.02% | -43.2% |
| Q2 2017 | $4,153,000 | -30.6% | 23,876 | -31.7% | 0.04% | -30.2% |
| Q1 2017 | $5,984,000 | +3000.5% | 34,951 | +2897.5% | 0.05% | +2550.0% |
| Q4 2016 | $193,000 | -89.4% | 1,166 | -90.0% | 0.00% | -89.5% |
| Q3 2016 | $1,813,000 | -70.6% | 11,717 | -71.6% | 0.02% | -56.8% |
| Q2 2016 | $6,159,000 | +152.6% | 41,228 | +143.8% | 0.04% | +144.4% |
| Q1 2016 | $2,438,000 | +650.2% | 16,909 | +610.5% | 0.02% | +800.0% |
| Q3 2015 | $325,000 | -92.8% | 2,380 | -92.8% | 0.00% | -92.6% |
| Q3 2014 | $4,533,000 | +4.0% | 33,150 | -5.5% | 0.03% | +50.0% |
| Q3 2013 | $4,357,000 | -64.3% | 35,096 | -66.8% | 0.02% | -70.0% |
| Q2 2013 | $12,220,000 | – | 105,803 | – | 0.06% | – |
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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% |