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 | $35,292,262 | -3.2% | 141,537 | +1.5% | 3.33% | +1.6% |
| Q2 2023 | $36,460,238 | +4.7% | 139,438 | +0.2% | 3.28% | -0.1% |
| Q1 2023 | $34,817,099 | +1.7% | 139,179 | -1.6% | 3.28% | -2.0% |
| Q4 2022 | $34,229,293 | +11.0% | 141,508 | +0.6% | 3.35% | -0.9% |
| Q3 2022 | $30,837,000 | -3.5% | 140,642 | -0.4% | 3.38% | +0.3% |
| Q2 2022 | $31,942,000 | -15.2% | 141,191 | +0.5% | 3.37% | -5.2% |
| Q1 2022 | $37,681,000 | -3.9% | 140,422 | +1.3% | 3.56% | -3.8% |
| Q4 2021 | $39,225,000 | +12.1% | 138,566 | +4.2% | 3.70% | +3.0% |
| Q3 2021 | $34,986,000 | +75.9% | 132,993 | +79.7% | 3.59% | +20.9% |
| Q2 2021 | $19,894,000 | +2.3% | 74,028 | -0.9% | 2.97% | -25.1% |
| Q1 2021 | $19,442,000 | +13.1% | 74,697 | -0.1% | 3.97% | +9.9% |
| Q4 2020 | $17,189,000 | +32.9% | 74,791 | +7.2% | 3.61% | +17.4% |
| Q3 2020 | $12,929,000 | +0.6% | 69,768 | -3.5% | 3.07% | -7.7% |
| Q2 2020 | $12,850,000 | +15.0% | 72,267 | -7.0% | 3.33% | -0.6% |
| Q1 2020 | $11,173,000 | -32.5% | 77,668 | -3.5% | 3.35% | -17.9% |
| Q4 2019 | $16,560,000 | +6.1% | 80,460 | -0.4% | 4.08% | +2.4% |
| Q3 2019 | $15,607,000 | -5.5% | 80,768 | -5.0% | 3.98% | -4.8% |
| Q2 2019 | $16,518,000 | -3.9% | 85,029 | -6.3% | 4.18% | -6.7% |
| Q1 2019 | $17,187,000 | +12.9% | 90,745 | -1.0% | 4.48% | +9.9% |
| Q4 2018 | $15,223,000 | -21.0% | 91,669 | -4.3% | 4.08% | -17.9% |
| Q3 2018 | $19,274,000 | -2.1% | 95,752 | -5.3% | 4.96% | -4.3% |
| Q2 2018 | $19,693,000 | +2.9% | 101,106 | -0.9% | 5.18% | +2.7% |
| Q1 2018 | $19,136,000 | -3.2% | 102,020 | -2.1% | 5.05% | +4.3% |
| Q4 2017 | $19,775,000 | +7.0% | 104,202 | +0.8% | 4.84% | +1.4% |
| Q3 2017 | $18,487,000 | +4.1% | 103,337 | +1.2% | 4.78% | -2.1% |
| Q2 2017 | $17,762,000 | +2.6% | 102,110 | -2.5% | 4.88% | +4.0% |
| Q1 2017 | $17,315,000 | 0.0% | 104,726 | 0.0% | 4.69% | 0.0% |
| Q4 2016 | $17,315,000 | +15.1% | 104,726 | +6.9% | 4.69% | +9.0% |
| Q3 2016 | $15,049,000 | +2.3% | 97,922 | -0.6% | 4.30% | +5.8% |
| Q2 2016 | $14,711,000 | +2.0% | 98,474 | -1.5% | 4.06% | -4.4% |
| Q1 2016 | $14,417,000 | +4.9% | 99,985 | +1.4% | 4.25% | +7.4% |
| Q4 2015 | $13,739,000 | +346.2% | 98,612 | +337.5% | 3.96% | +191.8% |
| Q3 2015 | $3,079,000 | +2286.8% | 22,541 | +2524.1% | 1.36% | +1954.5% |
| Q2 2015 | $129,000 | +95.5% | 859 | +99.3% | 0.07% | +112.9% |
| Q1 2015 | $66,000 | -1.5% | 431 | -6.3% | 0.03% | +181.8% |
| Q4 2014 | $67,000 | -40.7% | 460 | -44.1% | 0.01% | -45.0% |
| Q3 2014 | $113,000 | +91.5% | 823 | +101.2% | 0.02% | +81.8% |
| Q2 2014 | $59,000 | – | 409 | – | 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% |