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 | $2,674,212 | -2.9% | 10,676 | +1.4% | 0.43% | +5.4% |
| Q2 2023 | $2,753,384 | +9.6% | 10,530 | +4.8% | 0.41% | -11.7% |
| Q1 2023 | $2,513,107 | +3.4% | 10,046 | 0.0% | 0.46% | +4.0% |
| Q4 2022 | $2,430,027 | +324.8% | 10,046 | +284.9% | 0.44% | +253.2% |
| Q3 2022 | $572,000 | -3.1% | 2,610 | 0.0% | 0.13% | +1.6% |
| Q2 2022 | $590,000 | -15.7% | 2,610 | 0.0% | 0.12% | -8.8% |
| Q1 2022 | $700,000 | +55.2% | 2,610 | +19.2% | 0.14% | -52.4% |
| Q4 2019 | $451,000 | +6.6% | 2,189 | 0.0% | 0.29% | -9.5% |
| Q3 2019 | $423,000 | +21.6% | 2,189 | +22.4% | 0.32% | +34.5% |
| Q2 2019 | $348,000 | -48.7% | 1,789 | -50.0% | 0.24% | +6.8% |
| Q1 2019 | $678,000 | +128.3% | 3,578 | +100.0% | 0.22% | -2.2% |
| Q4 2018 | $297,000 | -18.0% | 1,789 | 0.0% | 0.22% | +26.4% |
| Q3 2018 | $362,000 | +2029.4% | 1,789 | +1910.1% | 0.18% | +1269.2% |
| Q2 2018 | $17,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $17,000 | – | 89 | – | 0.01% | – |
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% |