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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $28,483,000 | -10.9% | 106,142 | -6.0% | 1.27% | -34.3% |
| Q4 2021 | $31,957,000 | +6.1% | 112,892 | -1.4% | 1.94% | -13.1% |
| Q3 2021 | $30,119,000 | -3.0% | 114,488 | -0.9% | 2.23% | -2.5% |
| Q2 2021 | $31,061,000 | +4.6% | 115,582 | -10.5% | 2.28% | -45.9% |
| Q1 2021 | $29,681,000 | -0.2% | 129,146 | -0.2% | 4.22% | -0.1% |
| Q4 2020 | $29,742,000 | +26.2% | 129,412 | -2.4% | 4.22% | +9.6% |
| Q3 2020 | $23,573,000 | -0.1% | 132,565 | -0.1% | 3.86% | +0.1% |
| Q2 2020 | $23,592,000 | +23.8% | 132,670 | +0.2% | 3.85% | +10.1% |
| Q1 2020 | $19,054,000 | -28.2% | 132,450 | +2.7% | 3.50% | -15.6% |
| Q4 2019 | $26,553,000 | +5.3% | 129,011 | -1.2% | 4.15% | +0.9% |
| Q3 2019 | $25,223,000 | -36.3% | 130,534 | -36.0% | 4.11% | -33.7% |
| Q2 2019 | $39,606,000 | -11.1% | 203,881 | -13.4% | 6.19% | -12.5% |
| Q1 2019 | $44,565,000 | +20.7% | 235,300 | +5.8% | 7.08% | +15.9% |
| Q4 2018 | $36,914,000 | -40.6% | 222,296 | -28.0% | 6.11% | -22.1% |
| Q3 2018 | $62,135,000 | -1.2% | 308,683 | -4.4% | 7.84% | +2.8% |
| Q2 2018 | $62,892,000 | +1.6% | 322,888 | -2.2% | 7.63% | +3.3% |
| Q1 2018 | $61,895,000 | -0.1% | 329,985 | +1.1% | 7.38% | -0.8% |
| Q4 2017 | $61,966,000 | +9.0% | 326,515 | +2.8% | 7.44% | +8.0% |
| Q3 2017 | $56,830,000 | +11.0% | 317,664 | +8.0% | 6.89% | +9.0% |
| Q2 2017 | $51,178,000 | – | 294,211 | – | 6.32% | – |
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% |