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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $927 | +6.3% | 3,704 | +2.7% | 0.02% | -5.9% |
| Q4 2022 | $872 | -99.9% | 3,607 | -1.6% | 0.02% | -10.5% |
| Q3 2022 | $804,000 | -10.5% | 3,667 | -7.6% | 0.02% | -5.0% |
| Q2 2022 | $898,000 | -16.3% | 3,970 | -0.7% | 0.02% | 0.0% |
| Q1 2022 | $1,073,000 | +28.0% | 3,997 | +9.7% | 0.02% | 0.0% |
| Q4 2021 | $838,000 | -13.2% | 3,645 | -0.6% | 0.02% | +5.3% |
| Q3 2021 | $965,000 | -2.1% | 3,668 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $986,000 | +3.0% | 3,668 | -0.2% | 0.02% | -13.6% |
| Q1 2021 | $957,000 | +14.2% | 3,676 | +0.9% | 0.02% | +10.0% |
| Q4 2020 | $838,000 | +25.4% | 3,645 | +1.1% | 0.02% | +5.3% |
| Q3 2020 | $668,000 | +4.2% | 3,607 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $641,000 | +23.5% | 3,607 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $519,000 | +111.0% | 3,607 | +178.5% | 0.02% | +72.7% |
| Q4 2017 | $246,000 | -18.8% | 1,295 | -23.6% | 0.01% | -26.7% |
| Q3 2017 | $303,000 | -1.6% | 1,694 | -4.3% | 0.02% | -6.2% |
| Q2 2017 | $308,000 | +1.0% | 1,770 | -0.7% | 0.02% | -5.9% |
| Q1 2017 | $305,000 | – | 1,783 | – | 0.02% | – |
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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% |