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 | $27,724,322 | -6.1% | 111,186 | +2.4% | 3.36% | +0.1% |
| Q2 2023 | $29,510,794 | +12.4% | 108,603 | +2.6% | 3.36% | +5.5% |
| Q1 2023 | $26,260,807 | +15.6% | 105,835 | +12.7% | 3.18% | +6.7% |
| Q4 2022 | $22,722,219 | +32.1% | 93,936 | +19.7% | 2.98% | +6.0% |
| Q3 2022 | $17,200,000 | +0.2% | 78,447 | +3.4% | 2.81% | +10.4% |
| Q2 2022 | $17,163,000 | -14.6% | 75,863 | +1.2% | 2.55% | -1.7% |
| Q1 2022 | $20,108,000 | -1.9% | 74,936 | +3.5% | 2.59% | -2.8% |
| Q4 2021 | $20,504,000 | +12.1% | 72,430 | +4.2% | 2.67% | +8.8% |
| Q3 2021 | $18,289,000 | +0.2% | 69,523 | +2.4% | 2.45% | -2.9% |
| Q2 2021 | $18,247,000 | +5.0% | 67,903 | +1.7% | 2.52% | +0.7% |
| Q1 2021 | $17,385,000 | +10.3% | 66,792 | -2.6% | 2.51% | -0.1% |
| Q4 2020 | $15,758,000 | -5.6% | 68,562 | -23.9% | 2.51% | +4.4% |
| Q3 2020 | $16,701,000 | -22.8% | 90,124 | -25.9% | 2.40% | -10.5% |
| Q2 2020 | $21,641,000 | +1668.1% | 121,703 | +1330.1% | 2.68% | +1249.2% |
| Q1 2020 | $1,224,000 | -98.3% | 8,510 | -97.6% | 0.20% | -97.0% |
| Q4 2019 | $73,405,000 | +10.5% | 356,645 | +3.8% | 6.73% | -21.8% |
| Q3 2019 | $66,410,000 | -0.6% | 343,686 | -0.1% | 8.60% | -7.2% |
| Q2 2019 | $66,810,000 | +6.8% | 343,920 | +4.2% | 9.27% | +5.3% |
| Q1 2019 | $62,535,000 | +17.3% | 330,171 | +2.9% | 8.80% | +3.3% |
| Q4 2018 | $53,301,000 | -15.1% | 320,975 | +2.9% | 8.52% | -5.2% |
| Q3 2018 | $62,784,000 | +30.2% | 311,908 | +26.0% | 8.99% | +20.5% |
| Q2 2018 | $48,233,000 | +6.1% | 247,627 | +2.1% | 7.46% | +5.7% |
| Q1 2018 | $45,479,000 | +0.9% | 242,464 | +2.4% | 7.06% | -1.2% |
| Q4 2017 | $45,094,000 | +8.1% | 236,781 | +1.5% | 7.14% | +2.0% |
| Q3 2017 | $41,719,000 | -18.2% | 233,198 | -20.4% | 7.00% | -28.8% |
| Q2 2017 | $50,971,000 | +1.7% | 293,024 | +0.1% | 9.82% | -13.1% |
| Q1 2017 | $50,101,000 | +1.2% | 292,613 | -2.3% | 11.30% | -9.8% |
| Q4 2016 | $49,505,000 | +8.8% | 299,414 | +1.8% | 12.52% | +7.3% |
| Q3 2016 | $45,497,000 | +4.5% | 294,080 | +0.9% | 11.67% | -1.3% |
| Q2 2016 | $43,556,000 | +8.5% | 291,553 | +4.8% | 11.83% | +4.1% |
| Q1 2016 | $40,127,000 | +26.5% | 278,292 | +22.3% | 11.36% | +20.4% |
| Q4 2015 | $31,714,000 | +1.5% | 227,638 | -0.5% | 9.44% | -2.6% |
| Q3 2015 | $31,246,000 | -9.3% | 228,724 | -0.4% | 9.69% | +8.5% |
| Q2 2015 | $34,447,000 | +1.9% | 229,679 | +3.3% | 8.93% | -12.8% |
| Q1 2015 | $33,800,000 | -16.8% | 222,395 | -20.7% | 10.24% | -19.4% |
| Q4 2014 | $40,613,000 | +5.6% | 280,475 | -0.3% | 12.71% | +1.8% |
| Q3 2014 | $38,468,000 | -0.1% | 281,319 | +4.5% | 12.49% | -5.4% |
| Q2 2014 | $38,516,000 | +13.4% | 269,191 | +9.0% | 13.20% | -1.7% |
| Q1 2014 | $33,957,000 | +0.5% | 247,012 | -2.2% | 13.43% | -2.9% |
| Q4 2013 | $33,802,000 | +4.3% | 252,612 | -3.2% | 13.82% | +4.2% |
| Q3 2013 | $32,407,000 | +23.1% | 261,059 | +14.6% | 13.26% | +7.2% |
| Q2 2013 | $26,318,000 | – | 227,860 | – | 12.37% | – |
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% |