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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $29,654,000 | -16.3% | 110,508 | -11.7% | 0.84% | -0.8% |
| Q4 2021 | $35,440,000 | -2.9% | 125,196 | -9.7% | 0.85% | +4.5% |
| Q3 2021 | $36,487,000 | -2.3% | 138,696 | -0.2% | 0.81% | -2.6% |
| Q2 2021 | $37,365,000 | +0.8% | 139,043 | -2.3% | 0.84% | -5.5% |
| Q1 2021 | $37,058,000 | +11.6% | 142,376 | -1.4% | 0.88% | +7.5% |
| Q4 2020 | $33,201,000 | +25.5% | 144,461 | +1.2% | 0.82% | +11.8% |
| Q3 2020 | $26,457,000 | +2.7% | 142,770 | -1.5% | 0.74% | -2.0% |
| Q2 2020 | $25,769,000 | +38.7% | 144,914 | +12.2% | 0.75% | +16.8% |
| Q1 2020 | $18,579,000 | -30.1% | 129,148 | -0.0% | 0.64% | -11.6% |
| Q4 2019 | $26,583,000 | +12.6% | 129,156 | +5.7% | 0.73% | +8.3% |
| Q3 2019 | $23,612,000 | +2.7% | 122,196 | +3.2% | 0.67% | +6.7% |
| Q2 2019 | $22,994,000 | +1210.9% | 118,367 | +1178.4% | 0.63% | +1064.8% |
| Q1 2019 | $1,754,000 | +36.4% | 9,259 | +19.5% | 0.05% | +20.0% |
| Q4 2018 | $1,286,000 | +12.1% | 7,747 | +36.0% | 0.04% | +28.6% |
| Q3 2018 | $1,147,000 | +51.3% | 5,695 | +46.4% | 0.04% | +84.2% |
| Q2 2018 | $758,000 | +7.4% | 3,891 | +3.3% | 0.02% | -13.6% |
| Q1 2018 | $706,000 | -1.3% | 3,766 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $715,000 | +46.8% | 3,766 | +34.5% | 0.02% | +29.4% |
| Q2 2017 | $487,000 | -0.2% | 2,799 | -1.7% | 0.02% | 0.0% |
| Q1 2017 | $488,000 | +16.2% | 2,848 | +12.0% | 0.02% | +6.2% |
| Q4 2016 | $420,000 | +7.4% | 2,543 | +0.6% | 0.02% | -23.8% |
| Q3 2016 | $391,000 | +3.4% | 2,528 | 0.0% | 0.02% | +5.0% |
| Q2 2016 | $378,000 | -2.6% | 2,528 | -6.1% | 0.02% | -4.8% |
| Q1 2016 | $388,000 | +3.5% | 2,693 | 0.0% | 0.02% | +5.0% |
| Q4 2015 | $375,000 | +1.9% | 2,693 | 0.0% | 0.02% | -4.8% |
| Q3 2015 | $368,000 | -8.9% | 2,693 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $404,000 | -19.7% | 2,693 | -18.6% | 0.02% | -19.2% |
| Q1 2015 | $503,000 | +5.0% | 3,309 | 0.0% | 0.03% | +8.3% |
| Q4 2014 | $479,000 | +4.4% | 3,309 | -1.5% | 0.02% | 0.0% |
| Q3 2014 | $459,000 | +25.4% | 3,359 | +31.3% | 0.02% | +26.3% |
| Q2 2014 | $366,000 | -20.8% | 2,559 | -23.8% | 0.02% | -32.1% |
| Q1 2014 | $462,000 | +2.9% | 3,359 | 0.0% | 0.03% | +7.7% |
| Q4 2013 | $449,000 | +7.7% | 3,359 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $417,000 | +13.0% | 3,359 | +5.2% | 0.03% | +8.3% |
| Q2 2013 | $369,000 | – | 3,194 | – | 0.02% | – |
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% |