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 | $770 | +4.1% | 3,090 | +9.2% | 0.08% | +3.8% |
| Q2 2023 | $740 | +3.9% | 2,830 | -0.5% | 0.08% | 0.0% |
| Q1 2023 | $712 | -1.7% | 2,845 | -5.0% | 0.08% | -2.5% |
| Q4 2022 | $724 | -99.8% | 2,995 | +60.7% | 0.08% | +81.8% |
| Q3 2022 | $409,000 | +12.7% | 1,864 | +16.1% | 0.04% | -8.3% |
| Q2 2022 | $363,000 | -15.8% | 1,605 | 0.0% | 0.05% | +9.1% |
| Q1 2022 | $431,000 | -19.3% | 1,605 | -14.9% | 0.04% | 0.0% |
| Q4 2021 | $534,000 | +7.7% | 1,885 | 0.0% | 0.04% | +7.3% |
| Q3 2021 | $496,000 | +0.4% | 1,885 | +2.4% | 0.04% | -2.4% |
| Q2 2021 | $494,000 | -87.2% | 1,840 | -60.2% | 0.04% | -90.4% |
| Q2 2016 | $3,857,000 | +1054.8% | 4,626 | +100.0% | 0.44% | +410.5% |
| Q1 2016 | $334,000 | +3.7% | 2,313 | 0.0% | 0.09% | +8.9% |
| Q4 2015 | $322,000 | +1.9% | 2,313 | 0.0% | 0.08% | +3.9% |
| Q3 2015 | $316,000 | -42.6% | 2,313 | -37.0% | 0.08% | +8.6% |
| Q2 2015 | $551,000 | -1.3% | 3,672 | 0.0% | 0.07% | +11.1% |
| Q1 2015 | $558,000 | +4.9% | 3,672 | 0.0% | 0.06% | +80.0% |
| Q4 2014 | $532,000 | +15.2% | 3,672 | +8.6% | 0.04% | +12.9% |
| Q3 2014 | $462,000 | +15.8% | 3,382 | +21.3% | 0.03% | +19.2% |
| Q2 2014 | $399,000 | +45.1% | 2,788 | +39.4% | 0.03% | +36.8% |
| Q1 2014 | $275,000 | +2.6% | 2,000 | 0.0% | 0.02% | -29.6% |
| Q4 2013 | $268,000 | +8.1% | 2,000 | 0.0% | 0.03% | +50.0% |
| Q3 2013 | $248,000 | +7.4% | 2,000 | 0.0% | 0.02% | +5.9% |
| Q2 2013 | $231,000 | – | 2,000 | – | 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% |