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 | $566,710 | +22.5% | 2,273 | +28.5% | 0.08% | +23.8% |
| Q2 2023 | $462,493 | +2.3% | 1,769 | -2.0% | 0.06% | +1.6% |
| Q1 2023 | $451,895 | -13.1% | 1,806 | -16.0% | 0.06% | -18.4% |
| Q4 2022 | $520,087 | -71.6% | 2,150 | -74.3% | 0.08% | -73.7% |
| Q3 2022 | $1,832,000 | -36.7% | 8,356 | -34.7% | 0.29% | -33.9% |
| Q2 2022 | $2,895,000 | -17.7% | 12,796 | -2.4% | 0.44% | -8.6% |
| Q1 2022 | $3,516,000 | +426.3% | 13,105 | +455.1% | 0.48% | +437.1% |
| Q4 2021 | $668,000 | -2.6% | 2,361 | -9.5% | 0.09% | -12.7% |
| Q3 2021 | $686,000 | +35.0% | 2,608 | +37.8% | 0.10% | +32.5% |
| Q2 2021 | $508,000 | +19.5% | 1,892 | +15.9% | 0.08% | +6.9% |
| Q1 2021 | $425,000 | +21.4% | 1,633 | +7.2% | 0.07% | +5.9% |
| Q4 2020 | $350,000 | +5.1% | 1,524 | -15.2% | 0.07% | -16.0% |
| Q3 2020 | $333,000 | +21.1% | 1,797 | +16.3% | 0.08% | -11.0% |
| Q2 2020 | $275,000 | -11.6% | 1,545 | -24.2% | 0.09% | -17.3% |
| Q1 2020 | $311,000 | -52.6% | 2,039 | -36.5% | 0.11% | -43.3% |
| Q4 2019 | $656,000 | +2.7% | 3,212 | -2.9% | 0.19% | -14.2% |
| Q3 2019 | $639,000 | -3.9% | 3,308 | -1.3% | 0.23% | -11.4% |
| Q2 2019 | $665,000 | -1.0% | 3,352 | -5.5% | 0.26% | -6.6% |
| Q1 2019 | $672,000 | +10.7% | 3,548 | -2.9% | 0.27% | -7.8% |
| Q4 2018 | $607,000 | -49.9% | 3,655 | -39.3% | 0.30% | -13.2% |
| Q3 2018 | $1,211,000 | +23.7% | 6,018 | +19.8% | 0.34% | +12.9% |
| Q2 2018 | $979,000 | +1.2% | 5,025 | -2.5% | 0.30% | -10.1% |
| Q1 2018 | $967,000 | -15.1% | 5,154 | -14.1% | 0.34% | -17.6% |
| Q4 2017 | $1,139,000 | +13.7% | 5,999 | +7.1% | 0.41% | +2.5% |
| Q3 2017 | $1,002,000 | +9.9% | 5,603 | +6.8% | 0.40% | +2.1% |
| Q2 2017 | $912,000 | -48.9% | 5,245 | -49.7% | 0.39% | -51.5% |
| Q1 2017 | $1,786,000 | -28.1% | 10,432 | -30.6% | 0.80% | -31.0% |
| Q4 2016 | $2,485,000 | +63.9% | 15,027 | +53.3% | 1.16% | +52.5% |
| Q3 2016 | $1,516,000 | -11.7% | 9,801 | -14.7% | 0.76% | -13.3% |
| Q2 2016 | $1,716,000 | +2.4% | 11,488 | -1.1% | 0.88% | -7.4% |
| Q1 2016 | $1,675,000 | +192.3% | 11,620 | +182.5% | 0.95% | +227.9% |
| Q4 2015 | $573,000 | – | 4,114 | – | 0.29% | – |
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% |