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 | $7,695,440 | -3.9% | 30,862 | +0.8% | 1.67% | +2.1% |
| Q2 2023 | $8,009,132 | +4.5% | 30,630 | -0.0% | 1.63% | -1.3% |
| Q1 2023 | $7,663,902 | +4.4% | 30,636 | +1.0% | 1.65% | +0.1% |
| Q4 2022 | $7,339,184 | +10.3% | 30,341 | -0.0% | 1.65% | +0.1% |
| Q3 2022 | $6,655,000 | -3.5% | 30,351 | -0.5% | 1.65% | +6.9% |
| Q2 2022 | $6,898,000 | -15.9% | 30,491 | -0.3% | 1.54% | -3.4% |
| Q1 2022 | $8,205,000 | -6.8% | 30,576 | -1.7% | 1.60% | -20.0% |
| Q4 2021 | $8,802,000 | +7.8% | 31,094 | +0.2% | 2.00% | -1.8% |
| Q3 2021 | $8,164,000 | -2.9% | 31,034 | -0.8% | 2.03% | -2.1% |
| Q2 2021 | $8,407,000 | +1.4% | 31,284 | -1.8% | 2.08% | -5.5% |
| Q1 2021 | $8,290,000 | +13.1% | 31,849 | -0.1% | 2.20% | +6.9% |
| Q4 2020 | $7,329,000 | +24.2% | 31,889 | +0.2% | 2.06% | +12.5% |
| Q3 2020 | $5,899,000 | +5.8% | 31,834 | +1.5% | 1.83% | -4.9% |
| Q2 2020 | $5,577,000 | +19.0% | 31,364 | -3.8% | 1.92% | +4.2% |
| Q1 2020 | $4,688,000 | -31.1% | 32,589 | -1.4% | 1.85% | -15.2% |
| Q4 2019 | $6,804,000 | +6.2% | 33,058 | -0.3% | 2.18% | -1.9% |
| Q3 2019 | $6,407,000 | +0.2% | 33,158 | +0.7% | 2.22% | -2.8% |
| Q2 2019 | $6,397,000 | +1.8% | 32,932 | -0.7% | 2.28% | -0.3% |
| Q1 2019 | $6,284,000 | +13.8% | 33,180 | -0.2% | 2.29% | -0.5% |
| Q4 2018 | $5,523,000 | -19.5% | 33,260 | -2.4% | 2.30% | -8.0% |
| Q3 2018 | $6,863,000 | +3.7% | 34,095 | +0.3% | 2.50% | -4.6% |
| Q2 2018 | $6,620,000 | +4.0% | 33,988 | +0.1% | 2.62% | +1.8% |
| Q1 2018 | $6,368,000 | +0.1% | 33,950 | +1.2% | 2.58% | +2.3% |
| Q4 2017 | $6,364,000 | +3.6% | 33,532 | -2.4% | 2.52% | -2.6% |
| Q3 2017 | $6,144,000 | +3.8% | 34,342 | +0.9% | 2.59% | +0.4% |
| Q2 2017 | $5,919,000 | +1.4% | 34,027 | -0.2% | 2.58% | -3.2% |
| Q1 2017 | $5,836,000 | +2.6% | 34,084 | -0.9% | 2.66% | -1.0% |
| Q4 2016 | $5,687,000 | +6.7% | 34,394 | -0.2% | 2.69% | +5.3% |
| Q3 2016 | $5,331,000 | +3.4% | 34,459 | -0.2% | 2.55% | +0.3% |
| Q2 2016 | $5,156,000 | +3.7% | 34,514 | +0.1% | 2.55% | -0.4% |
| Q1 2016 | $4,972,000 | +1.8% | 34,484 | -1.6% | 2.56% | +4.5% |
| Q4 2015 | $4,882,000 | -0.3% | 35,044 | -2.2% | 2.45% | -3.2% |
| Q3 2015 | $4,896,000 | -9.2% | 35,839 | -0.3% | 2.53% | -4.5% |
| Q2 2015 | $5,392,000 | -0.9% | 35,949 | +0.4% | 2.65% | +0.5% |
| Q1 2015 | $5,441,000 | +6.7% | 35,804 | +1.7% | 2.64% | +10.3% |
| Q4 2014 | $5,100,000 | +9.1% | 35,219 | +3.0% | 2.39% | -2.4% |
| Q3 2014 | $4,676,000 | -3.9% | 34,194 | +0.6% | 2.45% | +0.5% |
| Q2 2014 | $4,865,000 | -1.0% | 34,004 | -4.9% | 2.44% | -4.9% |
| Q1 2014 | $4,914,000 | +3.3% | 35,744 | +0.5% | 2.56% | +1.7% |
| Q4 2013 | $4,757,000 | +7.9% | 35,554 | +0.1% | 2.52% | -0.9% |
| Q3 2013 | $4,407,000 | +8.8% | 35,501 | +1.2% | 2.54% | +1.3% |
| Q2 2013 | $4,051,000 | – | 35,076 | – | 2.51% | – |
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% |