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 | $195,450,872 | -7.5% | 781,241 | -52.4% | 5.70% | -7.0% |
| Q2 2023 | $211,289,196 | +112245.4% | 1,642,967 | +118.5% | 6.13% | +8.2% |
| Q1 2023 | $188,071 | -7.0% | 751,805 | -10.0% | 5.66% | -10.4% |
| Q4 2022 | $202,145 | -99.9% | 835,689 | +1.0% | 6.32% | +5.1% |
| Q3 2022 | $181,482,000 | -2.3% | 827,704 | +0.9% | 6.01% | +2.4% |
| Q2 2022 | $185,672,000 | -5.9% | 820,725 | +11.7% | 5.87% | -0.3% |
| Q1 2022 | $197,213,000 | -2.2% | 734,938 | +3.2% | 5.89% | -2.3% |
| Q4 2021 | $201,552,000 | +7.5% | 711,996 | +1.5% | 6.03% | +3.3% |
| Q3 2021 | $187,498,000 | +1.5% | 701,662 | +2.1% | 5.84% | -0.1% |
| Q2 2021 | $184,721,000 | -8.9% | 687,383 | -11.8% | 5.84% | -14.8% |
| Q1 2021 | $202,843,000 | +20.7% | 779,325 | +6.6% | 6.86% | +14.8% |
| Q4 2020 | $168,059,000 | +22.0% | 731,232 | -1.6% | 5.97% | +10.8% |
| Q3 2020 | $137,753,000 | +9.0% | 743,363 | +4.6% | 5.39% | +2.1% |
| Q2 2020 | $126,410,000 | +6167.2% | 710,890 | +6511.7% | 5.28% | +5077.5% |
| Q1 2018 | $2,017,000 | +5.7% | 10,752 | +6.8% | 0.10% | +3.0% |
| Q4 2017 | $1,909,000 | +5.8% | 10,064 | -0.2% | 0.10% | 0.0% |
| Q3 2017 | $1,804,000 | +5.1% | 10,081 | +2.1% | 0.10% | +1.0% |
| Q2 2017 | $1,717,000 | -13.8% | 9,869 | -15.2% | 0.10% | -16.2% |
| Q1 2017 | $1,993,000 | +12.9% | 11,640 | +2.0% | 0.12% | +4.5% |
| Q3 2016 | $1,766,000 | +9.2% | 11,416 | +5.5% | 0.11% | +5.7% |
| Q2 2016 | $1,617,000 | – | 10,825 | – | 0.11% | – |
Download | ||||||
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% |