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 | $259,296 | +0.5% | 1,040 | +5.4% | 0.02% | 0.0% |
| Q2 2023 | $258,051 | +4.0% | 987 | -0.5% | 0.02% | -9.1% |
| Q1 2023 | $248,100 | +3.4% | 992 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $239,860 | +10.5% | 992 | +0.1% | 0.02% | -17.2% |
| Q3 2022 | $217,000 | -5.2% | 991 | -1.9% | 0.03% | -19.4% |
| Q2 2022 | $229,000 | -13.9% | 1,010 | +2.0% | 0.04% | 0.0% |
| Q1 2022 | $266,000 | -7.6% | 990 | -2.8% | 0.04% | -41.0% |
| Q4 2021 | $288,000 | +12.9% | 1,018 | +4.9% | 0.06% | +64.9% |
| Q3 2021 | $255,000 | -19.6% | 970 | -17.8% | 0.04% | -21.3% |
| Q2 2021 | $317,000 | +25.8% | 1,180 | +21.8% | 0.05% | -17.5% |
| Q1 2021 | $252,000 | +15.6% | 969 | +2.0% | 0.06% | +50.0% |
| Q4 2020 | $218,000 | -26.4% | 950 | -37.6% | 0.04% | -47.9% |
| Q2 2019 | $296,000 | +2.8% | 1,523 | 0.0% | 0.07% | +1.4% |
| Q1 2019 | $288,000 | +13.8% | 1,523 | 0.0% | 0.07% | +1.4% |
| Q4 2018 | $253,000 | -33.6% | 1,523 | -19.6% | 0.07% | +65.1% |
| Q3 2018 | $381,000 | +3.3% | 1,894 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $369,000 | +6.6% | 1,894 | +2.6% | 0.04% | +4.9% |
| Q1 2018 | $346,000 | -1.1% | 1,846 | 0.0% | 0.04% | +5.1% |
| Q4 2017 | $350,000 | -16.7% | 1,846 | -21.3% | 0.04% | -22.0% |
| Q3 2017 | $420,000 | +2.9% | 2,345 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $408,000 | -16.0% | 2,345 | -17.4% | 0.05% | -18.0% |
| Q1 2017 | $486,000 | +15.4% | 2,840 | +11.6% | 0.06% | +8.9% |
| Q4 2016 | $421,000 | +6.9% | 2,545 | 0.0% | 0.06% | +5.7% |
| Q3 2016 | $394,000 | +3.7% | 2,545 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $380,000 | +2.7% | 2,545 | -0.8% | 0.05% | +3.9% |
| Q1 2016 | $370,000 | -1.6% | 2,566 | -4.9% | 0.05% | -5.6% |
| Q4 2015 | $376,000 | +2.7% | 2,698 | +0.8% | 0.05% | -3.6% |
| Q3 2015 | $366,000 | -25.9% | 2,677 | -18.7% | 0.06% | -1.8% |
| Q2 2015 | $494,000 | -0.2% | 3,294 | +1.1% | 0.06% | -6.6% |
| Q1 2015 | $495,000 | +29.6% | 3,258 | +23.4% | 0.06% | +3.4% |
| Q4 2014 | $382,000 | +5.8% | 2,641 | 0.0% | 0.06% | +5.4% |
| Q3 2014 | $361,000 | -7.4% | 2,641 | -3.1% | 0.06% | -6.7% |
| Q2 2014 | $390,000 | +4.0% | 2,725 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $375,000 | – | 2,725 | – | 0.06% | – |
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% |