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 | $287,261 | -5.4% | 1,152 | -0.8% | 0.04% | +5.9% |
| Q2 2023 | $303,578 | -11.2% | 1,161 | -15.0% | 0.03% | +17.2% |
| Q1 2023 | $341,719 | -38.1% | 1,366 | -40.2% | 0.03% | -49.1% |
| Q4 2022 | $552,235 | -2.6% | 2,283 | -11.8% | 0.06% | -6.6% |
| Q3 2022 | $567,000 | -27.4% | 2,587 | -25.1% | 0.06% | -15.3% |
| Q2 2022 | $781,000 | -30.7% | 3,452 | -17.8% | 0.07% | -20.9% |
| Q1 2022 | $1,127,000 | -3.9% | 4,200 | -0.7% | 0.09% | -3.2% |
| Q4 2021 | $1,173,000 | -21.1% | 4,229 | -21.9% | 0.09% | -6.9% |
| Q3 2021 | $1,486,000 | +119.5% | 5,418 | +115.2% | 0.10% | +16.1% |
| Q2 2021 | $677,000 | +43.4% | 2,518 | +39.0% | 0.09% | +19.2% |
| Q1 2021 | $472,000 | +8.8% | 1,812 | +0.9% | 0.07% | -1.4% |
| Q4 2020 | $434,000 | -5.4% | 1,795 | -22.9% | 0.07% | -19.6% |
| Q3 2020 | $459,000 | +116.5% | 2,329 | +105.9% | 0.09% | +15.0% |
| Q1 2018 | $212,000 | -97.3% | 1,131 | -97.3% | 0.08% | -96.0% |
| Q4 2017 | $7,806,000 | – | 41,130 | – | 2.02% | – |
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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% |