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 | $4,575,807 | +65.9% | 18,351 | +74.0% | 0.12% | +37.9% |
| Q2 2023 | $2,757,830 | +8.9% | 10,547 | +4.2% | 0.09% | +3.6% |
| Q1 2023 | $2,531,869 | +5.0% | 10,121 | +1.5% | 0.08% | +2.4% |
| Q4 2022 | $2,412,369 | +6.9% | 9,973 | -3.1% | 0.08% | +2.5% |
| Q3 2022 | $2,257,000 | -5.5% | 10,294 | -2.5% | 0.08% | 0.0% |
| Q2 2022 | $2,388,000 | -18.5% | 10,556 | -3.3% | 0.08% | -2.4% |
| Q1 2022 | $2,930,000 | -7.9% | 10,919 | -2.9% | 0.08% | -1.2% |
| Q4 2021 | $3,183,000 | +13.7% | 11,244 | +5.6% | 0.08% | +5.1% |
| Q3 2021 | $2,800,000 | -12.9% | 10,644 | -11.0% | 0.08% | -15.1% |
| Q2 2021 | $3,215,000 | +2.0% | 11,964 | -1.2% | 0.09% | -6.1% |
| Q1 2021 | $3,153,000 | +15.4% | 12,114 | +1.9% | 0.10% | +10.0% |
| Q4 2020 | $2,732,000 | +24.6% | 11,889 | +0.4% | 0.09% | +9.8% |
| Q3 2020 | $2,193,000 | +1.1% | 11,836 | -3.0% | 0.08% | -5.7% |
| Q2 2020 | $2,170,000 | +20.8% | 12,201 | -2.3% | 0.09% | -2.2% |
| Q1 2020 | $1,797,000 | -32.6% | 12,491 | -3.5% | 0.09% | -16.0% |
| Q4 2019 | $2,665,000 | +11.4% | 12,948 | +4.6% | 0.11% | +1.0% |
| Q3 2019 | $2,392,000 | +2.4% | 12,381 | +3.0% | 0.10% | -0.9% |
| Q2 2019 | $2,335,000 | +784.5% | 12,020 | +816.2% | 0.11% | +457.9% |
| Q3 2018 | $264,000 | – | 1,312 | – | 0.02% | – |
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% |