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 | $8,727 | -4.6% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,152 | +4.5% | 35 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $8,756 | +3.4% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,466 | +5.8% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -11.1% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | -81.8% | 35 | -88.5% | 0.00% | -88.5% |
| Q3 2017 | $55,000 | +3.8% | 305 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $53,000 | +1.9% | 305 | 0.0% | 0.03% | -7.1% |
| Q1 2017 | $52,000 | +2.0% | 305 | 0.0% | 0.03% | -9.7% |
| Q4 2016 | $51,000 | +6.2% | 305 | 0.0% | 0.03% | +10.7% |
| Q3 2016 | $48,000 | -21.3% | 305 | -24.7% | 0.03% | -28.2% |
| Q2 2016 | $61,000 | +5.2% | 405 | 0.0% | 0.04% | -2.5% |
| Q1 2016 | $58,000 | +3.6% | 405 | 0.0% | 0.04% | +5.3% |
| Q4 2015 | $56,000 | +1.8% | 405 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $55,000 | -25.7% | 405 | -18.2% | 0.04% | -15.6% |
| Q2 2015 | $74,000 | -14.0% | 495 | -13.2% | 0.04% | -13.5% |
| Q1 2015 | $86,000 | +4.9% | 570 | 0.0% | 0.05% | +8.3% |
| Q4 2014 | $82,000 | -10.9% | 570 | -14.9% | 0.05% | -12.7% |
| Q3 2014 | $92,000 | -4.2% | 670 | 0.0% | 0.06% | -5.2% |
| Q2 2014 | $96,000 | +159.5% | 670 | +148.1% | 0.06% | +132.0% |
| Q1 2014 | $37,000 | +2.8% | 270 | 0.0% | 0.02% | -10.7% |
| Q4 2013 | $36,000 | – | 270 | – | 0.03% | – |
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% |