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 | $338,368 | -10.3% | 1,357 | -6.0% | 0.05% | -8.6% |
| Q2 2023 | $377,316 | +11.1% | 1,443 | +6.3% | 0.06% | +9.4% |
| Q1 2023 | $339,468 | +3.4% | 1,357 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $328,245 | +10.1% | 1,357 | 0.0% | 0.05% | -6.9% |
| Q3 2022 | $298,000 | -2.9% | 1,357 | 0.0% | 0.06% | +11.5% |
| Q2 2022 | $307,000 | -15.7% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $364,000 | -5.2% | 1,357 | 0.0% | 0.05% | -3.7% |
| Q4 2021 | $384,000 | +7.6% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $357,000 | -2.2% | 1,357 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $365,000 | +3.4% | 1,357 | 0.0% | 0.05% | -1.8% |
| Q1 2021 | $353,000 | +13.1% | 1,357 | 0.0% | 0.06% | +7.8% |
| Q4 2020 | $312,000 | +24.3% | 1,357 | 0.0% | 0.05% | +8.5% |
| Q3 2020 | $251,000 | -1.6% | 1,357 | -5.4% | 0.05% | -9.6% |
| Q2 2020 | $255,000 | +23.8% | 1,434 | 0.0% | 0.05% | +2.0% |
| Q1 2020 | $206,000 | -30.2% | 1,434 | 0.0% | 0.05% | -15.0% |
| Q4 2019 | $295,000 | +6.5% | 1,434 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $277,000 | -14.2% | 1,434 | -13.7% | 0.06% | -14.1% |
| Q2 2019 | $323,000 | +2.5% | 1,662 | 0.0% | 0.07% | -2.7% |
| Q1 2019 | $315,000 | +14.1% | 1,662 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $276,000 | -17.6% | 1,662 | 0.0% | 0.07% | -1.3% |
| Q3 2018 | $335,000 | +3.4% | 1,662 | 0.0% | 0.08% | -3.8% |
| Q2 2018 | $324,000 | – | 1,662 | – | 0.08% | – |
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% |