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 | $48,808,256 | +13.5% | 195,742 | +19.1% | 1.06% | +11.1% |
| Q2 2023 | $42,985,859 | +3.9% | 164,394 | -0.6% | 0.95% | -2.0% |
| Q1 2023 | $41,372,829 | +9.2% | 165,385 | +5.6% | 0.97% | -11.7% |
| Q4 2022 | $37,877,350 | +9.2% | 156,589 | -1.0% | 1.10% | -14.6% |
| Q3 2022 | $34,688,000 | +400.7% | 158,206 | +416.7% | 1.29% | +333.0% |
| Q2 2022 | $6,928,000 | -13.2% | 30,620 | +3.0% | 0.30% | -1.3% |
| Q1 2022 | $7,977,000 | -2.7% | 29,728 | +2.7% | 0.30% | +3.8% |
| Q4 2021 | $8,195,000 | +6.2% | 28,946 | -1.3% | 0.29% | -5.2% |
| Q3 2021 | $7,715,000 | +1.4% | 29,328 | +3.6% | 0.31% | -2.2% |
| Q2 2021 | $7,607,000 | +29.7% | 28,306 | +25.6% | 0.31% | +14.2% |
| Q1 2021 | $5,864,000 | +10.9% | 22,528 | -1.3% | 0.27% | -0.7% |
| Q4 2020 | $5,290,000 | +35.6% | 22,835 | +8.9% | 0.28% | +2.2% |
| Q3 2020 | $3,902,000 | -3.9% | 20,972 | -7.5% | 0.27% | -7.8% |
| Q2 2020 | $4,061,000 | +24.8% | 22,668 | +1.5% | 0.29% | +1.7% |
| Q1 2020 | $3,253,000 | -21.3% | 22,336 | +11.2% | 0.29% | -11.4% |
| Q4 2019 | $4,133,000 | +15.4% | 20,081 | +8.4% | 0.32% | +1.2% |
| Q3 2019 | $3,580,000 | +6.8% | 18,526 | +7.4% | 0.32% | +23.9% |
| Q2 2019 | $3,352,000 | +51.2% | 17,256 | +48.6% | 0.26% | -20.1% |
| Q1 2019 | $2,217,000 | +24.8% | 11,609 | +8.5% | 0.32% | +8.0% |
| Q4 2018 | $1,776,000 | +238.9% | 10,696 | +311.2% | 0.30% | +143.9% |
| Q3 2018 | $524,000 | +5.6% | 2,601 | +2.2% | 0.12% | +18.3% |
| Q2 2018 | $496,000 | +2.9% | 2,544 | -1.0% | 0.10% | -1.9% |
| Q1 2018 | $482,000 | -6.6% | 2,570 | -5.5% | 0.11% | +79.7% |
| Q4 2017 | $516,000 | +2143.5% | 2,719 | +2057.9% | 0.06% | +637.5% |
| Q3 2017 | $23,000 | -95.0% | 126 | -95.2% | 0.01% | -94.2% |
| Q2 2017 | $459,000 | – | 2,637 | – | 0.14% | – |
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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% |