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 | $2,011,556 | -5.8% | 8,067 | -1.2% | 0.23% | -5.0% |
| Q2 2023 | $2,135,552 | +4.2% | 8,167 | -0.3% | 0.24% | -1.6% |
| Q1 2023 | $2,048,851 | +0.6% | 8,190 | -2.7% | 0.24% | -4.7% |
| Q4 2022 | $2,036,202 | +9.4% | 8,418 | -0.9% | 0.26% | 0.0% |
| Q3 2022 | $1,862,000 | -1.5% | 8,491 | +1.6% | 0.26% | +1.2% |
| Q2 2022 | $1,891,000 | -14.8% | 8,357 | +1.0% | 0.25% | -4.9% |
| Q1 2022 | $2,220,000 | -2.7% | 8,274 | +2.7% | 0.26% | -2.6% |
| Q4 2021 | $2,281,000 | +186.6% | 8,057 | +166.2% | 0.27% | +169.3% |
| Q3 2021 | $796,000 | +332.6% | 3,027 | +341.9% | 0.10% | +320.8% |
| Q2 2021 | $184,000 | +2.2% | 685 | -0.7% | 0.02% | -11.1% |
| Q1 2021 | $180,000 | +16.1% | 690 | +2.2% | 0.03% | +12.5% |
| Q4 2020 | $155,000 | +24.0% | 675 | 0.0% | 0.02% | +9.1% |
| Q3 2020 | $125,000 | +4.2% | 675 | -50.0% | 0.02% | 0.0% |
| Q2 2020 | $120,000 | +21.2% | 1,350 | +97.1% | 0.02% | +4.8% |
| Q1 2020 | $99,000 | -31.7% | 685 | -2.8% | 0.02% | -19.2% |
| Q4 2019 | $145,000 | +2.8% | 705 | -3.6% | 0.03% | -7.1% |
| Q3 2019 | $141,000 | +4.4% | 731 | +5.2% | 0.03% | +3.7% |
| Q2 2019 | $135,000 | +5.5% | 695 | +3.0% | 0.03% | -18.2% |
| Q1 2019 | $128,000 | +16.4% | 675 | +1.5% | 0.03% | +10.0% |
| Q4 2018 | $110,000 | -17.9% | 665 | 0.0% | 0.03% | -16.7% |
| Q3 2018 | $134,000 | -8.8% | 665 | -11.9% | 0.04% | -14.3% |
| Q2 2018 | $147,000 | +6.5% | 755 | 0.0% | 0.04% | +2.4% |
| Q1 2018 | $138,000 | -5.5% | 755 | +0.1% | 0.04% | -12.8% |
| Q4 2017 | $146,000 | +7.4% | 754 | 0.0% | 0.05% | +2.2% |
| Q3 2017 | $136,000 | -17.6% | 754 | -20.6% | 0.05% | -28.1% |
| Q2 2017 | $165,000 | -17.9% | 950 | -20.3% | 0.06% | -37.9% |
| Q1 2017 | $201,000 | +0.5% | 1,192 | 0.0% | 0.10% | -15.6% |
| Q4 2016 | $200,000 | -2.4% | 1,192 | -11.2% | 0.12% | +25.8% |
| Q3 2016 | $205,000 | +3.0% | 1,342 | 0.0% | 0.10% | -2.0% |
| Q2 2016 | $199,000 | – | 1,342 | – | 0.10% | – |
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% |