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 | $3,322,544 | -4.6% | 13,325 | 0.0% | 1.06% | -0.8% |
| Q2 2023 | $3,484,174 | +4.5% | 13,325 | 0.0% | 1.06% | +3.5% |
| Q1 2023 | $3,333,337 | -1.0% | 13,325 | -4.3% | 1.03% | -5.0% |
| Q4 2022 | $3,368,274 | +9.5% | 13,925 | -0.7% | 1.08% | -2.3% |
| Q3 2022 | $3,075,000 | -3.1% | 14,025 | 0.0% | 1.11% | +3.0% |
| Q2 2022 | $3,173,000 | -15.7% | 14,025 | 0.0% | 1.08% | -8.0% |
| Q1 2022 | $3,763,000 | -5.2% | 14,025 | 0.0% | 1.17% | -7.7% |
| Q4 2021 | $3,970,000 | +7.2% | 14,025 | -0.4% | 1.27% | +3.5% |
| Q3 2021 | $3,704,000 | -2.1% | 14,079 | 0.0% | 1.22% | -1.5% |
| Q2 2021 | $3,783,000 | +3.2% | 14,079 | 0.0% | 1.24% | -2.7% |
| Q1 2021 | $3,664,000 | +13.2% | 14,079 | 0.0% | 1.28% | -4.6% |
| Q4 2020 | $3,236,000 | +24.0% | 14,079 | 0.0% | 1.34% | +14.5% |
| Q3 2020 | $2,609,000 | +4.2% | 14,079 | 0.0% | 1.17% | +6.9% |
| Q2 2020 | $2,503,000 | +12.3% | 14,079 | -9.1% | 1.09% | -5.1% |
| Q1 2020 | $2,229,000 | -16.4% | 15,496 | +19.7% | 1.15% | -2.3% |
| Q4 2019 | $2,665,000 | +17.3% | 12,947 | +10.1% | 1.18% | +7.5% |
| Q3 2019 | $2,271,000 | -0.5% | 11,754 | 0.0% | 1.10% | -6.2% |
| Q2 2019 | $2,283,000 | +2.6% | 11,754 | 0.0% | 1.17% | +17.2% |
| Q1 2019 | $2,226,000 | +8.2% | 11,754 | 0.0% | 1.00% | -25.7% |
| Q4 2018 | $2,057,000 | -13.6% | 11,754 | -0.6% | 1.34% | +28.8% |
| Q3 2018 | $2,381,000 | +3.3% | 11,827 | 0.0% | 1.04% | +16.5% |
| Q2 2018 | $2,304,000 | +3.9% | 11,827 | 0.0% | 0.90% | -7.0% |
| Q1 2018 | $2,218,000 | -1.2% | 11,827 | 0.0% | 0.96% | +12.6% |
| Q4 2017 | $2,244,000 | +6.0% | 11,827 | 0.0% | 0.85% | +5.4% |
| Q3 2017 | $2,116,000 | +2.9% | 11,827 | 0.0% | 0.81% | -6.5% |
| Q2 2017 | $2,057,000 | +1.6% | 11,827 | 0.0% | 0.87% | -2.3% |
| Q1 2017 | $2,025,000 | +4.2% | 11,827 | +0.6% | 0.89% | -7.6% |
| Q4 2016 | $1,943,000 | +6.9% | 11,754 | 0.0% | 0.96% | +14.7% |
| Q3 2016 | $1,818,000 | +3.5% | 11,754 | 0.0% | 0.84% | -2.8% |
| Q2 2016 | $1,756,000 | +3.6% | 11,754 | 0.0% | 0.86% | -13.6% |
| Q1 2016 | $1,695,000 | +3.5% | 11,754 | 0.0% | 1.00% | +10.2% |
| Q4 2015 | $1,638,000 | +2.0% | 11,754 | 0.0% | 0.90% | -39.3% |
| Q3 2015 | $1,606,000 | -8.9% | 11,754 | 0.0% | 1.49% | +86.0% |
| Q2 2015 | $1,762,000 | -1.3% | 11,754 | 0.0% | 0.80% | -3.0% |
| Q1 2015 | $1,786,000 | +4.9% | 11,754 | 0.0% | 0.82% | -2.0% |
| Q4 2014 | $1,702,000 | +5.9% | 11,754 | 0.0% | 0.84% | +11.2% |
| Q3 2014 | $1,607,000 | +9.2% | 11,754 | +14.2% | 0.76% | +13.2% |
| Q2 2014 | $1,472,000 | +4.1% | 10,289 | 0.0% | 0.67% | -7.2% |
| Q1 2014 | $1,414,000 | +2.7% | 10,289 | 0.0% | 0.72% | -2.4% |
| Q4 2013 | $1,377,000 | +7.8% | 10,289 | 0.0% | 0.74% | -7.9% |
| Q3 2013 | $1,277,000 | +7.5% | 10,289 | 0.0% | 0.80% | -7.5% |
| Q2 2013 | $1,188,000 | – | 10,289 | – | 0.87% | – |
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% |