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 | $2,884,481 | -5.2% | 11,568 | -0.6% | 0.67% | +2.3% |
| Q2 2023 | $3,042,581 | +2.8% | 11,636 | -1.6% | 0.65% | -0.3% |
| Q1 2023 | $2,959,643 | +99955.5% | 11,831 | -3.3% | 0.65% | -1.4% |
| Q4 2022 | $2,958 | -99.9% | 12,230 | -0.8% | 0.66% | -2.1% |
| Q3 2022 | $2,704,000 | -3.2% | 12,332 | -0.1% | 0.68% | +1.3% |
| Q2 2022 | $2,793,000 | -16.6% | 12,347 | -1.1% | 0.67% | -7.2% |
| Q1 2022 | $3,350,000 | -6.4% | 12,484 | -1.3% | 0.72% | -2.4% |
| Q4 2021 | $3,580,000 | +4.4% | 12,647 | -1.4% | 0.74% | -3.4% |
| Q3 2021 | $3,430,000 | -1.3% | 12,830 | -0.8% | 0.76% | -0.8% |
| Q2 2021 | $3,475,000 | +1.2% | 12,932 | -2.0% | 0.77% | -2.8% |
| Q1 2021 | $3,435,000 | +13.8% | 13,198 | +0.5% | 0.79% | +7.3% |
| Q4 2020 | $3,018,000 | +23.9% | 13,133 | -0.1% | 0.74% | +10.5% |
| Q3 2020 | $2,436,000 | -1.3% | 13,143 | -5.3% | 0.67% | -6.5% |
| Q2 2020 | $2,467,000 | +23.4% | 13,873 | -0.2% | 0.71% | +6.3% |
| Q1 2020 | $1,999,000 | -30.1% | 13,898 | 0.0% | 0.67% | -11.5% |
| Q4 2019 | $2,860,000 | -0.6% | 13,898 | -6.7% | 0.76% | -4.7% |
| Q3 2019 | $2,877,000 | -0.4% | 14,893 | +0.1% | 0.80% | -2.6% |
| Q2 2019 | $2,890,000 | +2.3% | 14,878 | -0.3% | 0.82% | +1.9% |
| Q1 2019 | $2,826,000 | +5.5% | 14,919 | -7.5% | 0.80% | -4.5% |
| Q4 2018 | $2,679,000 | -20.2% | 16,133 | -3.3% | 0.84% | -11.3% |
| Q3 2018 | $3,359,000 | +2.3% | 16,691 | -1.0% | 0.95% | -4.8% |
| Q2 2018 | $3,283,000 | +3.3% | 16,855 | -0.5% | 0.99% | +3.1% |
| Q1 2018 | $3,178,000 | -15.7% | 16,940 | -14.8% | 0.96% | -13.8% |
| Q4 2017 | $3,772,000 | – | 19,876 | – | 1.12% | – |
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% |