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 | $2,177,498 | +1.5% | 8,733 | +6.5% | 0.11% | +1.9% |
| Q2 2023 | $2,144,699 | -2.6% | 8,202 | -6.8% | 0.11% | -13.6% |
| Q1 2023 | $2,201,322 | +12.4% | 8,800 | +8.7% | 0.12% | +6.8% |
| Q4 2022 | $1,958,410 | -7.2% | 8,096 | -15.9% | 0.12% | -5.6% |
| Q3 2022 | $2,110,000 | +9.8% | 9,623 | +13.3% | 0.12% | +11.7% |
| Q2 2022 | $1,921,000 | +0.8% | 8,492 | +19.6% | 0.11% | +24.7% |
| Q1 2022 | $1,905,000 | +11.2% | 7,098 | +17.3% | 0.09% | +9.9% |
| Q4 2021 | $1,713,000 | +16.8% | 6,052 | +8.6% | 0.08% | +6.6% |
| Q3 2021 | $1,466,000 | +12.8% | 5,574 | +15.2% | 0.08% | +13.4% |
| Q2 2021 | $1,300,000 | -7.1% | 4,839 | -10.0% | 0.07% | -19.3% |
| Q1 2021 | $1,399,000 | +28.6% | 5,375 | +13.6% | 0.08% | +23.9% |
| Q4 2020 | $1,088,000 | +47.4% | 4,733 | +18.9% | 0.07% | +31.4% |
| Q3 2020 | $738,000 | +35.4% | 3,982 | +30.0% | 0.05% | +15.9% |
| Q2 2020 | $545,000 | -32.2% | 3,062 | -45.2% | 0.04% | -48.2% |
| Q1 2020 | $804,000 | -79.1% | 5,588 | -70.1% | 0.08% | -79.4% |
| Q4 2019 | $3,843,000 | +8.3% | 18,672 | +1.6% | 0.41% | -0.5% |
| Q3 2019 | $3,550,000 | -1.4% | 18,373 | -0.8% | 0.42% | -1.2% |
| Q2 2019 | $3,600,000 | -20.4% | 18,529 | -22.4% | 0.42% | -23.4% |
| Q1 2019 | $4,522,000 | +304.8% | 23,877 | +255.0% | 0.55% | +240.4% |
| Q4 2018 | $1,117,000 | -17.9% | 6,725 | -0.4% | 0.16% | -3.6% |
| Q3 2018 | $1,360,000 | +3.0% | 6,755 | -0.4% | 0.17% | -1.8% |
| Q2 2018 | $1,321,000 | -4.1% | 6,781 | -7.6% | 0.17% | -10.5% |
| Q1 2018 | $1,377,000 | -18.6% | 7,339 | -17.6% | 0.19% | -7.3% |
| Q4 2017 | $1,691,000 | +7.6% | 8,909 | +1.4% | 0.20% | +1.5% |
| Q3 2017 | $1,572,000 | +39.0% | 8,786 | +35.1% | 0.20% | +27.0% |
| Q2 2017 | $1,131,000 | +1.3% | 6,503 | -0.3% | 0.16% | -41.1% |
| Q1 2017 | $1,117,000 | -99.7% | 6,525 | +146.0% | 0.27% | +63.6% |
| Q4 2016 | $438,406,000 | -47.4% | 2,652 | -50.8% | 0.16% | +22.2% |
| Q3 2016 | $833,738,000 | +102577.1% | 5,389 | -0.9% | 0.14% | -5.6% |
| Q2 2016 | $812,000 | -99.9% | 5,439 | +16.8% | 0.14% | +15.3% |
| Q1 2016 | $671,679,000 | +110921.3% | 4,658 | +7.2% | 0.12% | +5.1% |
| Q4 2015 | $605,000 | +6.0% | 4,346 | +4.0% | 0.12% | -3.3% |
| Q3 2015 | $571,000 | -13.1% | 4,180 | -4.5% | 0.12% | -18.7% |
| Q2 2015 | $657,000 | +3.8% | 4,378 | +5.0% | 0.15% | +4.9% |
| Q1 2015 | $633,000 | +5.1% | 4,168 | +0.3% | 0.14% | +3.6% |
| Q4 2014 | $602,000 | +15.3% | 4,155 | +8.8% | 0.14% | +17.9% |
| Q3 2014 | $522,000 | +2.0% | 3,818 | +6.7% | 0.12% | +0.9% |
| Q2 2014 | $512,000 | +8.0% | 3,577 | +3.8% | 0.12% | +3.6% |
| Q1 2014 | $474,000 | -60.7% | 3,446 | -61.8% | 0.11% | -59.4% |
| Q4 2013 | $1,206,000 | +7.5% | 9,015 | -0.3% | 0.28% | -6.1% |
| Q3 2013 | $1,122,000 | +272.8% | 9,039 | +246.6% | 0.29% | +226.7% |
| Q2 2013 | $301,000 | – | 2,608 | – | 0.09% | – |
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% |