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 | $8,629,960 | -23.9% | 34,610 | -20.2% | 1.61% | -29.1% |
| Q2 2023 | $11,337,600 | -2.8% | 43,359 | -7.0% | 2.27% | -14.3% |
| Q1 2023 | $11,667,856 | +1.3% | 46,642 | -2.1% | 2.65% | -6.3% |
| Q4 2022 | $11,519,536 | +11.9% | 47,623 | +1.4% | 2.83% | -0.2% |
| Q3 2022 | $10,293,000 | -2.8% | 46,943 | +0.3% | 2.84% | -1.0% |
| Q2 2022 | $10,586,000 | -15.8% | 46,795 | -0.1% | 2.87% | -10.7% |
| Q1 2022 | $12,570,000 | +2.3% | 46,843 | +8.0% | 3.21% | -2.1% |
| Q4 2021 | $12,283,000 | +20.5% | 43,389 | +12.0% | 3.28% | -18.5% |
| Q3 2021 | $10,194,000 | +6.8% | 38,748 | +9.0% | 4.03% | +2.3% |
| Q2 2021 | $9,549,000 | +3.2% | 35,534 | -0.0% | 3.93% | -4.5% |
| Q1 2021 | $9,249,000 | +25.2% | 35,536 | +10.5% | 4.12% | +11.4% |
| Q4 2020 | $7,389,000 | +21.8% | 32,150 | -1.8% | 3.70% | +6.4% |
| Q3 2020 | $6,065,000 | +1.7% | 32,731 | -2.4% | 3.48% | -5.3% |
| Q2 2020 | $5,962,000 | -9.2% | 33,527 | -26.6% | 3.67% | -25.5% |
| Q1 2020 | $6,567,000 | -9.7% | 45,650 | +29.2% | 4.93% | +11.8% |
| Q4 2019 | $7,270,000 | +6.4% | 35,320 | -0.1% | 4.41% | +4.8% |
| Q3 2019 | $6,830,000 | +0.6% | 35,348 | +1.1% | 4.21% | -0.8% |
| Q2 2019 | $6,791,000 | +7.0% | 34,958 | +4.3% | 4.24% | +3.9% |
| Q1 2019 | $6,347,000 | +19.7% | 33,509 | +4.9% | 4.08% | +4.2% |
| Q4 2018 | $5,304,000 | -9.1% | 31,939 | +10.2% | 3.92% | +0.9% |
| Q3 2018 | $5,836,000 | -0.1% | 28,993 | -3.4% | 3.88% | -3.9% |
| Q2 2018 | $5,843,000 | +4.2% | 29,999 | -2.0% | 4.04% | +2.0% |
| Q1 2018 | $5,607,000 | +9.4% | 30,613 | +13.3% | 3.96% | +12.6% |
| Q4 2017 | $5,126,000 | +2400.5% | 27,012 | +1929.5% | 3.52% | +1617.6% |
| Q3 2017 | $205,000 | -94.2% | 1,331 | -93.5% | 0.20% | -92.0% |
| Q2 2017 | $3,553,000 | +23.1% | 20,426 | +21.1% | 2.55% | +6.8% |
| Q1 2017 | $2,887,000 | +183.0% | 16,867 | +181.3% | 2.39% | +147.3% |
| Q4 2016 | $1,020,000 | – | 5,997 | – | 0.97% | – |
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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% |