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 | $549 | -0.5% | 2,202 | +4.2% | 0.10% | +1.0% |
| Q2 2023 | $552 | +1.8% | 2,113 | -2.5% | 0.10% | -3.0% |
| Q1 2023 | $542 | +2.3% | 2,168 | -1.0% | 0.10% | -3.9% |
| Q4 2022 | $530 | -99.9% | 2,191 | -0.9% | 0.10% | -1.9% |
| Q3 2022 | $485,000 | -4.0% | 2,211 | -0.9% | 0.10% | +2.9% |
| Q2 2022 | $505,000 | -16.4% | 2,232 | -0.9% | 0.10% | -13.6% |
| Q1 2022 | $604,000 | -6.1% | 2,252 | -0.9% | 0.12% | -11.3% |
| Q4 2021 | $643,000 | +7.5% | 2,272 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $598,000 | -1.8% | 2,272 | +0.3% | 0.14% | -2.2% |
| Q2 2021 | $609,000 | 0.0% | 2,265 | -3.2% | 0.14% | -5.5% |
| Q1 2021 | $609,000 | +11.9% | 2,339 | -1.2% | 0.15% | +5.8% |
| Q4 2020 | $544,000 | +17.5% | 2,368 | -5.2% | 0.14% | +2.2% |
| Q3 2020 | $463,000 | +4.3% | 2,497 | 0.0% | 0.14% | -0.7% |
| Q2 2020 | $444,000 | +23.7% | 2,497 | 0.0% | 0.14% | +7.1% |
| Q1 2020 | $359,000 | -31.0% | 2,497 | -1.2% | 0.13% | -17.0% |
| Q4 2019 | $520,000 | +6.6% | 2,527 | 0.0% | 0.15% | +2.0% |
| Q3 2019 | $488,000 | -4.3% | 2,527 | -3.8% | 0.15% | -2.0% |
| Q2 2019 | $510,000 | +1.0% | 2,627 | -1.5% | 0.15% | +13.3% |
| Q1 2019 | $505,000 | +13.5% | 2,667 | -0.6% | 0.14% | +45.2% |
| Q4 2018 | $445,000 | -20.4% | 2,682 | -3.4% | 0.09% | -26.2% |
| Q3 2018 | $559,000 | +3.3% | 2,777 | 0.0% | 0.13% | -4.5% |
| Q2 2018 | $541,000 | +4.4% | 2,777 | +0.5% | 0.13% | +1.5% |
| Q1 2018 | $518,000 | -1.1% | 2,762 | 0.0% | 0.13% | +13.0% |
| Q4 2017 | $524,000 | +6.1% | 2,762 | 0.0% | 0.12% | +2.7% |
| Q3 2017 | $494,000 | +2.9% | 2,762 | 0.0% | 0.11% | +19.1% |
| Q2 2017 | $480,000 | +3.2% | 2,762 | +1.7% | 0.09% | +51.6% |
| Q1 2017 | $465,000 | -2.5% | 2,715 | -5.9% | 0.06% | -12.7% |
| Q4 2016 | $477,000 | +2.4% | 2,885 | -4.2% | 0.07% | -26.0% |
| Q3 2016 | $466,000 | +3.6% | 3,010 | 0.0% | 0.10% | -4.0% |
| Q2 2016 | $450,000 | -0.9% | 3,010 | -4.4% | 0.10% | 0.0% |
| Q1 2016 | $454,000 | +7.3% | 3,150 | +3.8% | 0.10% | +40.8% |
| Q4 2015 | $423,000 | +1.9% | 3,035 | 0.0% | 0.07% | +1.4% |
| Q3 2015 | $415,000 | -12.4% | 3,035 | -4.0% | 0.07% | -5.4% |
| Q2 2015 | $474,000 | +9.0% | 3,160 | +10.5% | 0.07% | +7.2% |
| Q1 2015 | $435,000 | +1.4% | 2,860 | -3.4% | 0.07% | +11.3% |
| Q4 2014 | $429,000 | -11.0% | 2,960 | -16.0% | 0.06% | -6.1% |
| Q3 2014 | $482,000 | -4.4% | 3,525 | 0.0% | 0.07% | +88.6% |
| Q2 2014 | $504,000 | -10.0% | 3,525 | -13.5% | 0.04% | -12.5% |
| Q1 2014 | $560,000 | -23.6% | 4,075 | -25.6% | 0.04% | 0.0% |
| Q4 2013 | $733,000 | – | 5,475 | – | 0.04% | – |
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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% |