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 | $43,817,278 | +151.7% | 175,726 | +164.0% | 0.01% | +125.0% |
| Q2 2023 | $17,407,247 | +162.4% | 66,572 | +151.0% | 0.00% | +100.0% |
| Q1 2023 | $6,634,994 | -69.1% | 26,523 | -70.1% | 0.00% | -66.7% |
| Q4 2022 | $21,449,112 | -18.3% | 88,673 | -25.9% | 0.01% | -14.3% |
| Q3 2022 | $26,243,000 | +110.9% | 119,687 | +117.6% | 0.01% | +133.3% |
| Q2 2022 | $12,443,000 | +0.5% | 55,000 | +19.2% | 0.00% | 0.0% |
| Q1 2022 | $12,384,000 | +10.0% | 46,149 | +16.1% | 0.00% | +50.0% |
| Q4 2021 | $11,256,000 | -62.5% | 39,762 | -65.1% | 0.00% | -66.7% |
| Q3 2021 | $29,988,000 | +327.4% | 113,992 | +336.6% | 0.01% | +200.0% |
| Q2 2021 | $7,016,000 | -2.5% | 26,109 | -5.6% | 0.00% | 0.0% |
| Q1 2021 | $7,196,000 | -68.6% | 27,647 | -72.3% | 0.00% | -66.7% |
| Q4 2020 | $22,953,000 | +124.1% | 99,873 | +80.7% | 0.01% | +100.0% |
| Q3 2020 | $10,243,000 | +64.6% | 55,277 | +57.9% | 0.00% | 0.0% |
| Q2 2020 | $6,224,000 | +83.3% | 35,000 | +48.3% | 0.00% | +200.0% |
| Q1 2020 | $3,395,000 | -37.0% | 23,600 | -9.9% | 0.00% | -50.0% |
| Q4 2019 | $5,393,000 | +26.2% | 26,200 | +18.5% | 0.00% | -33.3% |
| Q3 2019 | $4,273,000 | -28.3% | 22,113 | -27.9% | 0.00% | 0.0% |
| Q2 2019 | $5,962,000 | +78.7% | 30,688 | +79.1% | 0.00% | +50.0% |
| Q2 2018 | $3,337,000 | +263.1% | 17,133 | +249.8% | 0.00% | +100.0% |
| Q1 2018 | $919,000 | -53.4% | 4,898 | -52.9% | 0.00% | 0.0% |
| Q4 2017 | $1,972,000 | -16.4% | 10,391 | -23.4% | 0.00% | -50.0% |
| Q2 2017 | $2,359,000 | -68.3% | 13,559 | -68.8% | 0.00% | -71.4% |
| Q1 2017 | $7,438,000 | +46.3% | 43,444 | +41.3% | 0.01% | +40.0% |
| Q4 2016 | $5,085,000 | +49.9% | 30,752 | +26.3% | 0.01% | +25.0% |
| Q4 2015 | $3,393,000 | -28.7% | 24,340 | -22.3% | 0.00% | -20.0% |
| Q1 2015 | $4,762,000 | +358.8% | 31,334 | +312.8% | 0.01% | +400.0% |
| Q3 2014 | $1,038,000 | – | 7,590 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |