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 | $49,615,235 | +1.5% | 198,978 | +6.4% | 1.07% | -3.5% |
| Q2 2023 | $48,886,741 | +12.4% | 186,961 | +7.5% | 1.11% | -4.6% |
| Q1 2023 | $43,509,012 | +2.6% | 173,924 | -0.8% | 1.16% | +8.1% |
| Q4 2022 | $42,408,699 | +6.8% | 175,322 | -3.2% | 1.07% | -3.2% |
| Q3 2022 | $39,726,000 | -2.6% | 181,182 | +0.5% | 1.11% | +7.9% |
| Q2 2022 | $40,773,000 | -15.0% | 180,226 | +0.8% | 1.03% | -4.1% |
| Q1 2022 | $47,962,000 | -3.3% | 178,736 | +2.0% | 1.07% | -2.5% |
| Q4 2021 | $49,622,000 | +11.4% | 175,294 | +3.5% | 1.10% | -3.1% |
| Q3 2021 | $44,537,000 | +0.3% | 169,296 | +2.5% | 1.13% | +2.6% |
| Q2 2021 | $44,397,000 | +7.6% | 165,208 | +4.2% | 1.10% | -3.2% |
| Q1 2021 | $41,249,000 | +19.8% | 158,479 | +5.8% | 1.14% | +11.7% |
| Q4 2020 | $34,426,000 | +25.3% | 149,789 | +1.0% | 1.02% | +13.3% |
| Q3 2020 | $27,471,000 | -1.0% | 148,243 | -5.0% | 0.90% | -8.7% |
| Q2 2020 | $27,738,000 | +19.3% | 155,987 | -3.5% | 0.99% | -7.3% |
| Q1 2020 | $23,247,000 | -30.6% | 161,596 | -0.7% | 1.07% | -18.9% |
| Q4 2019 | $33,480,000 | +7.7% | 162,666 | +1.1% | 1.32% | -2.2% |
| Q3 2019 | $31,089,000 | +0.3% | 160,890 | +0.9% | 1.34% | +0.1% |
| Q2 2019 | $30,982,000 | +5.8% | 159,490 | +3.1% | 1.34% | +1.9% |
| Q1 2019 | $29,286,000 | +16.6% | 154,624 | +2.2% | 1.32% | +1.7% |
| Q4 2018 | $25,116,000 | -19.9% | 151,245 | -2.9% | 1.30% | -7.6% |
| Q3 2018 | $31,340,000 | +6.2% | 155,694 | +2.7% | 1.40% | +6.4% |
| Q2 2018 | $29,520,000 | -5.9% | 151,555 | -9.4% | 1.32% | -0.3% |
| Q1 2018 | $31,371,000 | +12.3% | 167,237 | +13.6% | 1.32% | +5.4% |
| Q4 2017 | $27,927,000 | -7.9% | 147,154 | -13.2% | 1.25% | -12.5% |
| Q3 2017 | $30,338,000 | +2.6% | 169,579 | -0.2% | 1.43% | -6.2% |
| Q2 2017 | $29,566,000 | +6.6% | 169,966 | +4.9% | 1.53% | -2.6% |
| Q1 2017 | $27,739,000 | +3.4% | 162,008 | -0.1% | 1.57% | -6.0% |
| Q4 2016 | $26,814,000 | +12.2% | 162,173 | +4.9% | 1.67% | +3.3% |
| Q3 2016 | $23,908,000 | -14.5% | 154,534 | -17.5% | 1.61% | -22.2% |
| Q2 2016 | $27,968,000 | -9.6% | 187,215 | -12.7% | 2.07% | -21.8% |
| Q1 2016 | $30,929,000 | -20.7% | 214,500 | -23.4% | 2.65% | -18.4% |
| Q4 2015 | $38,998,000 | +25.7% | 279,914 | +23.5% | 3.25% | -16.5% |
| Q3 2015 | $31,021,000 | -18.3% | 226,613 | -10.5% | 3.90% | -20.1% |
| Q2 2015 | $37,968,000 | -8.4% | 253,152 | -7.2% | 4.88% | -1.1% |
| Q1 2015 | $41,455,000 | +157.7% | 272,766 | +145.5% | 4.93% | +70.2% |
| Q4 2014 | $16,089,000 | -5.7% | 111,112 | -11.0% | 2.90% | -27.6% |
| Q3 2014 | $17,063,000 | +371.9% | 124,783 | +393.7% | 4.00% | +231.8% |
| Q2 2014 | $3,616,000 | – | 25,273 | – | 1.21% | – |
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% |