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 | $465,038 | +27.2% | 1,865 | +33.4% | 0.03% | +28.0% |
| Q2 2023 | $365,552 | +28.5% | 1,398 | +23.0% | 0.02% | +13.6% |
| Q1 2023 | $284,432 | +12.3% | 1,137 | +8.6% | 0.02% | 0.0% |
| Q4 2022 | $253,259 | -8.9% | 1,047 | -17.4% | 0.02% | -15.4% |
| Q3 2022 | $278,000 | -20.3% | 1,268 | -41.2% | 0.03% | -21.2% |
| Q2 2022 | $349,000 | +0.3% | 2,155 | +66.0% | 0.03% | +17.9% |
| Q1 2022 | $348,000 | +14.1% | 1,298 | +20.4% | 0.03% | +16.7% |
| Q4 2021 | $305,000 | +1352.4% | 1,078 | +5033.3% | 0.02% | +700.0% |
| Q3 2021 | $21,000 | -93.0% | 21 | -98.1% | 0.00% | -90.3% |
| Q2 2021 | $301,000 | +20.9% | 1,123 | +17.0% | 0.03% | +3.3% |
| Q1 2021 | $249,000 | -4.6% | 960 | -15.6% | 0.03% | -16.7% |
| Q4 2020 | $261,000 | +21.4% | 1,137 | -24.2% | 0.04% | -41.0% |
| Q1 2020 | $215,000 | -49.5% | 1,500 | -27.5% | 0.06% | -43.0% |
| Q4 2019 | $426,000 | +7.0% | 2,070 | +0.3% | 0.11% | -6.1% |
| Q3 2019 | $398,000 | +8.7% | 2,063 | +9.3% | 0.11% | +7.5% |
| Q2 2019 | $366,000 | +6.1% | 1,888 | +3.6% | 0.11% | +2.9% |
| Q1 2019 | $345,000 | +9.9% | 1,823 | -3.7% | 0.10% | -6.4% |
| Q4 2018 | $314,000 | -23.2% | 1,893 | -7.7% | 0.11% | -0.9% |
| Q3 2018 | $409,000 | +12.7% | 2,051 | +5.9% | 0.11% | -5.1% |
| Q1 2018 | $363,000 | -2.2% | 1,936 | -1.0% | 0.12% | -8.6% |
| Q4 2017 | $371,000 | +3.6% | 1,956 | -1.3% | 0.13% | -1.5% |
| Q3 2017 | $358,000 | -5.5% | 1,981 | -9.3% | 0.13% | -9.7% |
| Q2 2017 | $379,000 | +0.5% | 2,183 | -2.5% | 0.14% | -11.1% |
| Q1 2017 | $377,000 | +3.3% | 2,238 | +1.4% | 0.16% | -15.6% |
| Q4 2016 | $365,000 | +8.6% | 2,208 | +1.6% | 0.19% | -1.5% |
| Q3 2016 | $336,000 | +4.3% | 2,173 | +0.7% | 0.20% | -3.9% |
| Q2 2016 | $322,000 | +4.5% | 2,158 | +0.9% | 0.20% | -4.7% |
| Q1 2016 | $308,000 | -17.2% | 2,138 | -20.0% | 0.21% | -15.5% |
| Q4 2015 | $372,000 | – | 2,673 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |