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 | $18,635,058 | -5.0% | 74,735 | -0.3% | 3.20% | +1.1% |
| Q2 2023 | $19,609,050 | +5.7% | 74,993 | +1.1% | 3.16% | +4.3% |
| Q1 2023 | $18,554,618 | -5.3% | 74,171 | -8.4% | 3.03% | -5.7% |
| Q4 2022 | $19,590,671 | +9.0% | 80,990 | -1.2% | 3.22% | +3.6% |
| Q3 2022 | $17,973,000 | -3.4% | 81,971 | -0.4% | 3.10% | +5.9% |
| Q2 2022 | $18,615,000 | -15.8% | 82,283 | -0.1% | 2.93% | -2.1% |
| Q1 2022 | $22,107,000 | -7.1% | 82,383 | -2.0% | 2.99% | -0.4% |
| Q4 2021 | $23,802,000 | +3.0% | 84,081 | -4.3% | 3.01% | -1.2% |
| Q3 2021 | $23,119,000 | -3.3% | 87,883 | -1.3% | 3.04% | -18.0% |
| Q2 2021 | $23,920,000 | +1.2% | 89,013 | -2.0% | 3.71% | -2.0% |
| Q1 2021 | $23,639,000 | -25.6% | 90,823 | -34.3% | 3.78% | -33.5% |
| Q4 2020 | $31,760,000 | +9.7% | 138,190 | -11.5% | 5.69% | +1.4% |
| Q3 2020 | $28,946,000 | -8.6% | 156,202 | -12.3% | 5.62% | -11.3% |
| Q2 2020 | $31,682,000 | +17.1% | 178,170 | -5.3% | 6.33% | +6.9% |
| Q1 2020 | $27,065,000 | -8.8% | 188,136 | +30.5% | 5.92% | +6.7% |
| Q4 2019 | $29,669,000 | +14.3% | 144,151 | +7.4% | 5.55% | +8.4% |
| Q3 2019 | $25,946,000 | +3.2% | 134,273 | +3.8% | 5.12% | +1.6% |
| Q2 2019 | $25,136,000 | +31.4% | 129,394 | +28.1% | 5.04% | +20.1% |
| Q1 2019 | $19,133,000 | +12.9% | 101,021 | -1.0% | 4.20% | +6.7% |
| Q4 2018 | $16,953,000 | -3.9% | 102,088 | +16.5% | 3.93% | -2.2% |
| Q3 2018 | $17,644,000 | +1.0% | 87,654 | -2.3% | 4.02% | -1.0% |
| Q2 2018 | $17,476,000 | +3.8% | 89,721 | -0.1% | 4.06% | +4.2% |
| Q1 2018 | $16,839,000 | +3.6% | 89,777 | +4.8% | 3.90% | +4.9% |
| Q4 2017 | $16,252,000 | +9.2% | 85,635 | +3.0% | 3.71% | +4.2% |
| Q3 2017 | $14,880,000 | +6.7% | 83,173 | +3.8% | 3.56% | +2.6% |
| Q2 2017 | $13,943,000 | +16.8% | 80,153 | +15.0% | 3.47% | +12.6% |
| Q1 2017 | $11,937,000 | +3.9% | 69,716 | +0.4% | 3.08% | +0.6% |
| Q4 2016 | $11,485,000 | +7.9% | 69,464 | +1.0% | 3.07% | +6.8% |
| Q3 2016 | $10,645,000 | +3.7% | 68,803 | +0.1% | 2.87% | +0.5% |
| Q2 2016 | $10,264,000 | +4.0% | 68,703 | +0.4% | 2.86% | +0.6% |
| Q1 2016 | $9,870,000 | +8.0% | 68,448 | +4.3% | 2.84% | +2.7% |
| Q4 2015 | $9,141,000 | -4.1% | 65,613 | -5.9% | 2.77% | -2.6% |
| Q3 2015 | $9,528,000 | -8.9% | 69,749 | +0.1% | 2.84% | -4.5% |
| Q2 2015 | $10,454,000 | -1.4% | 69,705 | -0.1% | 2.97% | -1.0% |
| Q1 2015 | $10,600,000 | +5.0% | 69,745 | 0.0% | 3.00% | +2.9% |
| Q4 2014 | $10,099,000 | +5.3% | 69,745 | -0.6% | 2.92% | +2.1% |
| Q3 2014 | $9,595,000 | -4.5% | 70,167 | -0.1% | 2.86% | -4.5% |
| Q2 2014 | $10,051,000 | +4.0% | 70,250 | -0.1% | 2.99% | +2.3% |
| Q1 2014 | $9,667,000 | -0.4% | 70,320 | -3.1% | 2.93% | -4.1% |
| Q4 2013 | $9,709,000 | +6.9% | 72,558 | -0.9% | 3.05% | +2.7% |
| Q3 2013 | $9,086,000 | +7.4% | 73,194 | -0.1% | 2.97% | +2.0% |
| Q2 2013 | $8,461,000 | – | 73,254 | – | 2.91% | – |
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% |