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 | $9,185,152 | -1.1% | 36,836 | +3.7% | 1.73% | +0.5% |
| Q2 2023 | $9,291,269 | +6.2% | 35,533 | +1.6% | 1.72% | -2.9% |
| Q1 2023 | $8,748,587 | +3.9% | 34,972 | +0.5% | 1.78% | -3.8% |
| Q4 2022 | $8,418,368 | +15.2% | 34,802 | +4.5% | 1.85% | +9.0% |
| Q3 2022 | $7,305,000 | -0.2% | 33,318 | +2.9% | 1.69% | +6.1% |
| Q2 2022 | $7,322,000 | -16.1% | 32,366 | -0.4% | 1.60% | -2.4% |
| Q1 2022 | $8,723,000 | -2.8% | 32,509 | +2.6% | 1.64% | +0.3% |
| Q4 2021 | $8,972,000 | +17.4% | 31,694 | +9.1% | 1.63% | +10.1% |
| Q3 2021 | $7,642,000 | +6.7% | 29,051 | +9.0% | 1.48% | +7.8% |
| Q2 2021 | $7,163,000 | +11.3% | 26,656 | +7.8% | 1.37% | +3.2% |
| Q1 2021 | $6,434,000 | +27.7% | 24,721 | +12.8% | 1.33% | +18.7% |
| Q4 2020 | $5,038,000 | +57.1% | 21,919 | +26.7% | 1.12% | +38.2% |
| Q3 2020 | $3,207,000 | +15.6% | 17,304 | +10.9% | 0.81% | +5.6% |
| Q2 2020 | $2,775,000 | +36.7% | 15,603 | +10.6% | 0.77% | +16.2% |
| Q1 2020 | $2,030,000 | -27.4% | 14,109 | +3.9% | 0.66% | -7.9% |
| Q4 2019 | $2,795,000 | +0.8% | 13,578 | -5.4% | 0.72% | -1.5% |
| Q3 2019 | $2,772,000 | -2.5% | 14,346 | -2.0% | 0.73% | -4.6% |
| Q2 2019 | $2,844,000 | +5.7% | 14,639 | +3.0% | 0.76% | +1.3% |
| Q1 2019 | $2,691,000 | +37.8% | 14,206 | +20.8% | 0.76% | +19.1% |
| Q4 2018 | $1,953,000 | +1.0% | 11,761 | +22.4% | 0.63% | +13.0% |
| Q3 2018 | $1,934,000 | +9.7% | 9,606 | +6.1% | 0.56% | +7.1% |
| Q2 2018 | $1,763,000 | +5.0% | 9,050 | +1.1% | 0.52% | -0.8% |
| Q1 2018 | $1,679,000 | -32.4% | 8,950 | -31.6% | 0.53% | -32.5% |
| Q4 2017 | $2,484,000 | +7.4% | 13,087 | +1.2% | 0.78% | +2.5% |
| Q3 2017 | $2,313,000 | +39.1% | 12,929 | +35.2% | 0.76% | +36.2% |
| Q2 2017 | $1,663,000 | +302.7% | 9,562 | +296.1% | 0.56% | +273.3% |
| Q1 2017 | $413,000 | +932.5% | 2,414 | +747.0% | 0.15% | +782.4% |
| Q4 2014 | $40,000 | -61.9% | 285 | -63.0% | 0.02% | -63.0% |
| Q3 2014 | $105,000 | +14.1% | 771 | +19.3% | 0.05% | +12.2% |
| Q2 2014 | $92,000 | +19.5% | 646 | +15.8% | 0.04% | +17.1% |
| Q1 2014 | $77,000 | – | 558 | – | 0.04% | – |
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% |