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 | $11,877,196 | -5.6% | 47,632 | -1.0% | 5.43% | -5.9% |
| Q2 2023 | $12,584,569 | +32.4% | 48,128 | +26.6% | 5.77% | +27.1% |
| Q1 2023 | $9,508,194 | +16.4% | 38,008 | +12.6% | 4.54% | +7.5% |
| Q4 2022 | $8,167,523 | +10.6% | 33,765 | +0.3% | 4.22% | -1.9% |
| Q3 2022 | $7,382,000 | -0.2% | 33,667 | +3.0% | 4.31% | +3.6% |
| Q2 2022 | $7,395,000 | -2.3% | 32,689 | +15.9% | 4.16% | +2.5% |
| Q1 2022 | $7,572,000 | -22.2% | 28,216 | -18.0% | 4.06% | -22.7% |
| Q4 2021 | $9,736,000 | +10.5% | 34,393 | +2.7% | 5.25% | +3.9% |
| Q3 2021 | $8,814,000 | +5.2% | 33,502 | +7.5% | 5.05% | -0.8% |
| Q2 2021 | $8,377,000 | +5.2% | 31,174 | +1.9% | 5.09% | -0.7% |
| Q1 2021 | $7,966,000 | +15.2% | 30,606 | +1.7% | 5.13% | +21.1% |
| Q4 2020 | $6,913,000 | +16.5% | 30,080 | -6.1% | 4.23% | +4.1% |
| Q3 2020 | $5,935,000 | +9.3% | 32,028 | +4.9% | 4.06% | -2.1% |
| Q2 2020 | $5,429,000 | +84.5% | 30,533 | +49.3% | 4.15% | +40.9% |
| Q1 2020 | $2,942,000 | -39.3% | 20,451 | -13.0% | 2.95% | -18.7% |
| Q4 2019 | $4,849,000 | – | 23,519 | – | 3.63% | – |
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% |