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 | $608,590 | +71.6% | 2,448 | +80.4% | 0.55% | +67.6% |
| Q2 2023 | $354,752 | +28.4% | 1,357 | +22.9% | 0.33% | -0.3% |
| Q1 2023 | $276,290 | -8.9% | 1,104 | -11.9% | 0.33% | +21.5% |
| Q4 2022 | $303,206 | -6.7% | 1,253 | -15.6% | 0.27% | -25.8% |
| Q3 2022 | $325,000 | -11.4% | 1,484 | -8.6% | 0.36% | -34.2% |
| Q2 2022 | $367,000 | -21.9% | 1,624 | -7.3% | 0.55% | +77.2% |
| Q1 2022 | $470,000 | -17.3% | 1,751 | -12.8% | 0.31% | -8.0% |
| Q4 2021 | $568,000 | +0.9% | 2,007 | -6.1% | 0.34% | +4.3% |
| Q3 2021 | $563,000 | -5.9% | 2,138 | -3.8% | 0.32% | -3.3% |
| Q2 2021 | $598,000 | -42.1% | 2,222 | -43.9% | 0.34% | -43.5% |
| Q1 2021 | $1,032,000 | +66.2% | 3,963 | +46.6% | 0.60% | +72.5% |
| Q4 2020 | $621,000 | +48.9% | 2,703 | +20.2% | 0.34% | +45.0% |
| Q3 2020 | $417,000 | +48.4% | 2,248 | +42.4% | 0.24% | +1.3% |
| Q2 2020 | $281,000 | -67.6% | 1,579 | -62.5% | 0.24% | -60.9% |
| Q4 2019 | $867,000 | -26.8% | 4,213 | -31.3% | 0.60% | -34.0% |
| Q3 2019 | $1,184,000 | -27.2% | 6,129 | -26.8% | 0.91% | -4.4% |
| Q2 2019 | $1,627,000 | +3.0% | 8,369 | +0.7% | 0.95% | -6.7% |
| Q1 2019 | $1,579,000 | -5.6% | 8,313 | -17.5% | 1.02% | -27.8% |
| Q4 2018 | $1,672,000 | -32.2% | 10,073 | -18.6% | 1.42% | -41.2% |
| Q3 2018 | $2,467,000 | +10.7% | 12,381 | +8.2% | 2.41% | -5.3% |
| Q2 2018 | $2,229,000 | +18.4% | 11,439 | +14.3% | 2.54% | +10.5% |
| Q1 2018 | $1,882,000 | +27.2% | 10,012 | +28.5% | 2.30% | +23.0% |
| Q4 2017 | $1,479,000 | -12.0% | 7,792 | -17.0% | 1.87% | +28.7% |
| Q3 2017 | $1,680,000 | +176.8% | 9,386 | +168.6% | 1.46% | +77.7% |
| Q2 2017 | $607,000 | +121.5% | 3,494 | +118.5% | 0.82% | +81.2% |
| Q1 2017 | $274,000 | -63.4% | 1,599 | -64.6% | 0.45% | -66.3% |
| Q4 2016 | $748,000 | +33.1% | 4,523 | +24.5% | 1.34% | +89.5% |
| Q3 2016 | $562,000 | -91.2% | 3,633 | -91.5% | 0.71% | -88.8% |
| Q2 2016 | $6,383,000 | +700.9% | 42,726 | +672.8% | 6.34% | +591.0% |
| Q1 2016 | $797,000 | -45.7% | 5,529 | -43.5% | 0.92% | -50.8% |
| Q2 2015 | $1,467,000 | +74.6% | 9,784 | +77.0% | 1.87% | +94.9% |
| Q1 2015 | $840,000 | -40.0% | 5,527 | -42.8% | 0.96% | -45.4% |
| Q4 2014 | $1,400,000 | – | 9,666 | – | 1.76% | – |
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% |