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 | $5,816,000 | -1.5% | 21,676 | +4.0% | 1.33% | +3.7% |
| Q4 2021 | $5,903,000 | -0.5% | 20,851 | +1.4% | 1.28% | +0.9% |
| Q3 2021 | $5,933,000 | -16.9% | 20,559 | -25.0% | 1.27% | -28.6% |
| Q1 2021 | $7,138,000 | +17.8% | 27,425 | +4.0% | 1.78% | +5.1% |
| Q4 2020 | $6,059,000 | +25.3% | 26,361 | +1.0% | 1.70% | +8.4% |
| Q3 2020 | $4,836,000 | +6.7% | 26,097 | +2.3% | 1.56% | -2.4% |
| Q2 2020 | $4,534,000 | +8.2% | 25,498 | -12.5% | 1.60% | -13.4% |
| Q1 2020 | $4,191,000 | -31.1% | 29,129 | -1.4% | 1.85% | -13.2% |
| Q4 2019 | $6,083,000 | +2.4% | 29,557 | -3.8% | 2.13% | -0.4% |
| Q3 2019 | $5,940,000 | +3.4% | 30,739 | +4.0% | 2.14% | +0.4% |
| Q2 2019 | $5,743,000 | +10.8% | 29,565 | +8.1% | 2.13% | +11.8% |
| Q1 2019 | $5,182,000 | +31.0% | 27,360 | +14.8% | 1.90% | +8.2% |
| Q4 2018 | $3,957,000 | -8.4% | 23,830 | +11.0% | 1.76% | +3.0% |
| Q3 2018 | $4,322,000 | +3.3% | 21,472 | 0.0% | 1.71% | -3.1% |
| Q2 2018 | $4,182,000 | +3.8% | 21,472 | 0.0% | 1.76% | +8.4% |
| Q1 2018 | $4,028,000 | -23.9% | 21,472 | -23.0% | 1.63% | -13.6% |
| Q4 2017 | $5,292,000 | +48.8% | 27,885 | +40.2% | 1.88% | +7.1% |
| Q3 2017 | $3,557,000 | +2.8% | 19,885 | 0.0% | 1.76% | +8.3% |
| Q2 2017 | $3,459,000 | – | 19,885 | – | 1.62% | – |
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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% |