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 | $554,056 | -1.0% | 2,222 | +3.8% | 0.07% | +3.0% |
| Q2 2023 | $559,567 | +5.6% | 2,140 | +1.0% | 0.07% | -1.5% |
| Q1 2023 | $530,089 | +2.3% | 2,119 | -1.1% | 0.07% | -4.2% |
| Q4 2022 | $518,370 | -64.5% | 2,143 | -61.4% | 0.07% | -67.7% |
| Q3 2022 | $1,462,000 | +193.0% | 5,556 | +152.1% | 0.22% | +209.9% |
| Q2 2022 | $499,000 | -15.4% | 2,204 | +0.2% | 0.07% | -11.2% |
| Q1 2022 | $590,000 | -20.8% | 2,200 | -16.4% | 0.08% | -27.9% |
| Q4 2021 | $745,000 | -49.0% | 2,633 | -52.6% | 0.11% | -49.5% |
| Q3 2021 | $1,462,000 | -68.3% | 5,556 | -67.6% | 0.22% | -68.2% |
| Q2 2021 | $4,612,000 | -4.8% | 17,164 | -7.8% | 0.69% | -7.9% |
| Q1 2021 | $4,847,000 | +12.5% | 18,623 | -0.6% | 0.75% | -1.4% |
| Q4 2020 | $4,307,000 | +18.8% | 18,742 | -4.2% | 0.76% | +4.0% |
| Q3 2020 | $3,625,000 | -7.1% | 19,563 | -10.9% | 0.73% | -20.4% |
| Q2 2020 | $3,902,000 | +150.8% | 21,946 | +102.9% | 0.92% | +120.6% |
| Q1 2020 | $1,556,000 | +5.1% | 10,815 | +50.3% | 0.42% | +22.3% |
| Q4 2019 | $1,481,000 | +41.5% | 7,196 | +32.8% | 0.34% | +22.7% |
| Q3 2019 | $1,047,000 | -21.3% | 5,419 | -20.8% | 0.28% | -16.0% |
| Q2 2019 | $1,330,000 | +26.8% | 6,845 | +23.6% | 0.33% | +14.1% |
| Q1 2019 | $1,049,000 | -29.5% | 5,539 | -38.1% | 0.29% | -33.6% |
| Q4 2018 | $1,487,000 | +519.6% | 8,955 | +650.0% | 0.44% | +582.8% |
| Q3 2018 | $240,000 | -30.0% | 1,194 | -32.2% | 0.06% | -33.3% |
| Q2 2018 | $343,000 | +3.0% | 1,760 | -0.9% | 0.10% | -14.3% |
| Q1 2018 | $333,000 | -3.5% | 1,776 | -2.3% | 0.11% | +30.2% |
| Q4 2017 | $345,000 | -3.1% | 1,817 | -8.6% | 0.09% | -28.3% |
| Q3 2017 | $356,000 | -6.3% | 1,989 | -9.0% | 0.12% | -7.7% |
| Q2 2017 | $380,000 | +1.6% | 2,186 | +0.1% | 0.13% | -7.1% |
| Q1 2017 | $374,000 | -47.5% | 2,183 | -48.8% | 0.14% | -66.6% |
| Q4 2016 | $713,000 | – | 4,266 | – | 0.42% | – |
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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% |