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 | $782,981 | -11.2% | 3,140 | -6.9% | 0.07% | -7.0% |
| Q2 2023 | $881,472 | +4.5% | 3,371 | +0.0% | 0.07% | +1.4% |
| Q1 2023 | $843,115 | +11.2% | 3,370 | +7.6% | 0.07% | +4.5% |
| Q4 2022 | $757,908 | +10.3% | 3,133 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $687,000 | -2.3% | 3,133 | +0.8% | 0.07% | +4.7% |
| Q2 2022 | $703,000 | -12.6% | 3,107 | +3.7% | 0.06% | +1.6% |
| Q1 2022 | $804,000 | -5.2% | 2,995 | 0.0% | 0.06% | +6.8% |
| Q4 2021 | $848,000 | +7.6% | 2,995 | 0.0% | 0.06% | -7.8% |
| Q3 2021 | $788,000 | +0.6% | 2,995 | +2.7% | 0.06% | +3.2% |
| Q2 2021 | $783,000 | +4.8% | 2,915 | +1.6% | 0.06% | -11.4% |
| Q1 2021 | $747,000 | +13.2% | 2,870 | 0.0% | 0.07% | +1.4% |
| Q4 2020 | $660,000 | +24.1% | 2,870 | 0.0% | 0.07% | +9.5% |
| Q3 2020 | $532,000 | +4.3% | 2,870 | 0.0% | 0.06% | -6.0% |
| Q2 2020 | $510,000 | +14.1% | 2,870 | -7.6% | 0.07% | +1.5% |
| Q1 2020 | $447,000 | -40.6% | 3,105 | -15.2% | 0.07% | -16.5% |
| Q4 2019 | $753,000 | +6.5% | 3,661 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $707,000 | -0.6% | 3,661 | 0.0% | 0.08% | -3.7% |
| Q2 2019 | $711,000 | +2.6% | 3,661 | 0.0% | 0.08% | +1.2% |
| Q1 2019 | $693,000 | +12.1% | 3,661 | -1.6% | 0.08% | 0.0% |
| Q4 2018 | $618,000 | -17.5% | 3,719 | 0.0% | 0.08% | -3.6% |
| Q3 2018 | $749,000 | +2.6% | 3,719 | -0.7% | 0.08% | -1.2% |
| Q2 2018 | $730,000 | +3.8% | 3,746 | 0.0% | 0.08% | +1.2% |
| Q1 2018 | $703,000 | +9.2% | 3,746 | +10.5% | 0.08% | +7.7% |
| Q4 2017 | $644,000 | +11.6% | 3,391 | +5.2% | 0.08% | +6.8% |
| Q3 2017 | $577,000 | +1.9% | 3,223 | -0.9% | 0.07% | -3.9% |
| Q2 2017 | $566,000 | +1.6% | 3,253 | 0.0% | 0.08% | -1.3% |
| Q1 2017 | $557,000 | +3.5% | 3,253 | 0.0% | 0.08% | -4.9% |
| Q4 2016 | $538,000 | +7.0% | 3,253 | 0.0% | 0.08% | -9.0% |
| Q3 2016 | $503,000 | +3.5% | 3,253 | 0.0% | 0.09% | 0.0% |
| Q2 2016 | $486,000 | +3.6% | 3,253 | 0.0% | 0.09% | -1.1% |
| Q1 2016 | $469,000 | +3.5% | 3,253 | 0.0% | 0.09% | +2.3% |
| Q4 2015 | $453,000 | +929.5% | 3,253 | +907.1% | 0.09% | +877.8% |
| Q3 2015 | $44,000 | -8.3% | 323 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $48,000 | -75.1% | 323 | -74.5% | 0.01% | -75.0% |
| Q1 2015 | $193,000 | +4.9% | 1,268 | 0.0% | 0.04% | +2.9% |
| Q4 2014 | $184,000 | +6.4% | 1,268 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $173,000 | -4.4% | 1,268 | 0.0% | 0.04% | -2.8% |
| Q2 2014 | $181,000 | +24.8% | 1,268 | +20.4% | 0.04% | +20.0% |
| Q1 2014 | $145,000 | – | 1,053 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |