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 | $8,840,454 | +12.3% | 35,454 | +17.8% | 0.77% | +18.5% |
| Q2 2023 | $7,872,639 | +0.6% | 30,108 | -3.7% | 0.65% | -8.7% |
| Q1 2023 | $7,823,002 | +7.6% | 31,272 | +4.0% | 0.71% | +0.4% |
| Q4 2022 | $7,272,907 | +54.7% | 30,067 | +40.3% | 0.71% | +44.4% |
| Q3 2022 | $4,700,000 | -2.1% | 21,434 | +1.0% | 0.49% | +0.8% |
| Q2 2022 | $4,800,000 | -5.9% | 21,215 | +11.6% | 0.49% | +9.2% |
| Q1 2022 | $5,100,000 | -4.2% | 19,007 | +1.0% | 0.45% | -0.2% |
| Q4 2021 | $5,326,000 | +10.8% | 18,813 | +3.0% | 0.45% | +0.4% |
| Q3 2021 | $4,807,000 | +4.2% | 18,273 | +6.5% | 0.44% | +1.4% |
| Q2 2021 | $4,613,000 | +250.5% | 17,162 | +239.3% | 0.44% | +235.1% |
| Q1 2021 | $1,316,000 | +13.2% | 5,058 | 0.0% | 0.13% | -3.0% |
| Q4 2020 | $1,163,000 | +24.1% | 5,058 | 0.0% | 0.14% | +8.0% |
| Q3 2020 | $937,000 | +4.1% | 5,058 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $900,000 | -29.7% | 5,058 | -43.2% | 0.13% | -41.7% |
| Q1 2020 | $1,281,000 | -30.3% | 8,902 | -0.3% | 0.22% | -11.8% |
| Q4 2019 | $1,837,000 | +6.4% | 8,932 | 0.0% | 0.24% | -3.5% |
| Q3 2019 | $1,726,000 | +11.2% | 8,932 | +11.8% | 0.25% | +5.8% |
| Q2 2019 | $1,552,000 | +83.7% | 7,987 | +79.2% | 0.24% | +81.8% |
| Q1 2019 | $845,000 | +11.5% | 4,458 | -2.4% | 0.13% | -1.5% |
| Q4 2018 | $758,000 | -15.6% | 4,568 | +2.5% | 0.13% | -3.6% |
| Q3 2018 | $898,000 | +3.5% | 4,458 | 0.0% | 0.14% | -7.9% |
| Q2 2018 | $868,000 | +4.0% | 4,458 | 0.0% | 0.15% | -1.9% |
| Q1 2018 | $835,000 | +301.4% | 4,458 | +208.3% | 0.15% | +196.2% |
| Q1 2016 | $208,000 | -17.5% | 1,446 | -19.9% | 0.05% | -21.2% |
| Q4 2015 | $252,000 | -48.4% | 1,806 | -49.4% | 0.07% | -51.8% |
| Q3 2015 | $488,000 | -8.8% | 3,570 | 0.0% | 0.14% | 0.0% |
| Q2 2015 | $535,000 | -1.5% | 3,570 | 0.0% | 0.14% | 0.0% |
| Q1 2015 | $543,000 | +5.0% | 3,570 | 0.0% | 0.14% | +3.0% |
| Q4 2014 | $517,000 | +98.8% | 3,570 | +87.9% | 0.13% | +90.0% |
| Q3 2014 | $260,000 | -4.4% | 1,900 | 0.0% | 0.07% | +18.6% |
| Q2 2014 | $272,000 | +4.2% | 1,900 | 0.0% | 0.06% | -1.7% |
| Q1 2014 | $261,000 | +2.8% | 1,900 | 0.0% | 0.06% | -13.0% |
| Q4 2013 | $254,000 | +7.6% | 1,900 | 0.0% | 0.07% | -1.4% |
| Q3 2013 | $236,000 | – | 1,900 | – | 0.07% | – |
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% |