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 | $197,485 | -76.5% | 792 | -75.4% | 0.01% | -77.1% |
| Q2 2023 | $840,658 | +99.8% | 3,215 | +91.1% | 0.04% | +75.0% |
| Q1 2023 | $420,769 | +3.4% | 1,682 | 0.0% | 0.02% | -20.0% |
| Q4 2022 | $406,859 | +10.3% | 1,682 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $369,000 | -4.9% | 1,682 | -1.9% | 0.02% | 0.0% |
| Q2 2022 | $388,000 | -40.4% | 1,715 | -29.3% | 0.02% | -31.4% |
| Q1 2022 | $651,000 | +0.6% | 2,426 | +6.1% | 0.04% | -7.9% |
| Q4 2021 | $647,000 | +7.7% | 2,287 | +0.0% | 0.04% | 0.0% |
| Q3 2021 | $601,000 | -6.8% | 2,286 | -4.8% | 0.04% | -2.6% |
| Q2 2021 | $645,000 | +9.7% | 2,401 | +6.2% | 0.04% | +8.3% |
| Q1 2021 | $588,000 | +39.0% | 2,261 | +22.8% | 0.04% | +38.5% |
| Q4 2020 | $423,000 | -0.2% | 1,841 | -19.5% | 0.03% | -3.7% |
| Q3 2020 | $424,000 | +4.4% | 2,286 | 0.0% | 0.03% | -6.9% |
| Q2 2020 | $406,000 | +23.4% | 2,286 | 0.0% | 0.03% | +11.5% |
| Q1 2020 | $329,000 | -48.4% | 2,286 | -26.3% | 0.03% | -33.3% |
| Q4 2019 | $638,000 | +6.5% | 3,101 | 0.0% | 0.04% | +5.4% |
| Q3 2019 | $599,000 | -0.5% | 3,101 | 0.0% | 0.04% | +2.8% |
| Q2 2019 | $602,000 | +2.6% | 3,101 | 0.0% | 0.04% | +2.9% |
| Q1 2019 | $587,000 | +14.0% | 3,101 | 0.0% | 0.04% | +6.1% |
| Q4 2018 | $515,000 | -64.6% | 3,101 | -58.5% | 0.03% | -60.7% |
| Q2 2018 | $1,454,000 | -99.8% | 7,467 | +91.6% | 0.08% | +115.4% |
| Q1 2018 | $731,148,000 | -1.3% | 3,898 | -0.1% | 0.04% | +2.6% |
| Q4 2017 | $740,522,000 | -2.7% | 3,902 | -8.3% | 0.04% | -7.3% |
| Q3 2017 | $761,220,000 | +3.7% | 4,255 | +0.9% | 0.04% | 0.0% |
| Q2 2017 | $733,895,000 | +0.4% | 4,219 | -1.2% | 0.04% | -4.7% |
| Q1 2017 | $730,938,000 | +17.1% | 4,269 | +13.1% | 0.04% | +7.5% |
| Q4 2016 | $623,993,000 | +5.8% | 3,774 | -1.0% | 0.04% | +2.6% |
| Q3 2016 | $590,064,000 | +3.6% | 3,814 | 0.0% | 0.04% | -2.5% |
| Q2 2016 | $569,773,000 | +3.6% | 3,814 | 0.0% | 0.04% | +5.3% |
| Q1 2016 | $549,941,000 | -4.2% | 3,814 | -9.3% | 0.04% | -2.6% |
| Q3 2015 | $574,308,000 | – | 4,204 | – | 0.04% | – |
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% |