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 | $299,968 | -9.4% | 1,203 | -5.0% | 0.04% | -5.0% |
| Q2 2023 | $331,034 | +4.5% | 1,266 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $316,703 | -9.3% | 1,266 | -12.3% | 0.04% | -2.4% |
| Q4 2022 | $349,289 | +15.3% | 1,444 | +4.6% | 0.04% | +2.5% |
| Q3 2022 | $303,000 | -2.9% | 1,381 | 0.0% | 0.04% | +5.3% |
| Q2 2022 | $312,000 | -15.9% | 1,381 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $371,000 | +3.6% | 1,381 | +9.2% | 0.04% | +5.6% |
| Q4 2021 | $358,000 | +7.5% | 1,265 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $333,000 | -2.1% | 1,265 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $340,000 | +3.3% | 1,265 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $329,000 | +13.1% | 1,265 | 0.0% | 0.04% | +5.7% |
| Q4 2020 | $291,000 | -10.5% | 1,265 | -27.8% | 0.04% | -18.6% |
| Q3 2020 | $325,000 | +4.2% | 1,753 | 0.0% | 0.04% | -2.3% |
| Q2 2020 | $312,000 | -54.1% | 1,753 | -56.2% | 0.04% | -18.5% |
| Q1 2020 | $679,000 | +68.9% | 4,001 | +104.9% | 0.05% | +5.9% |
| Q4 2019 | $402,000 | +6.6% | 1,953 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $377,000 | -5.3% | 1,953 | -4.6% | 0.05% | -12.3% |
| Q2 2019 | $398,000 | +19.9% | 2,048 | +16.8% | 0.06% | +11.8% |
| Q1 2019 | $332,000 | -3.8% | 1,753 | -15.7% | 0.05% | -16.4% |
| Q4 2018 | $345,000 | -17.7% | 2,080 | 0.0% | 0.06% | -11.6% |
| Q3 2018 | $419,000 | +3.5% | 2,080 | 0.0% | 0.07% | -5.5% |
| Q2 2018 | $405,000 | +3.8% | 2,080 | 0.0% | 0.07% | -2.7% |
| Q1 2018 | $390,000 | +1595.7% | 2,080 | +1138.1% | 0.08% | +1400.0% |
| Q3 2014 | $23,000 | – | 168 | – | 0.01% | – |
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% |