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 | $16,544,330 | -6.2% | 66,350 | +1.6% | 1.12% | -0.4% |
| Q2 2023 | $17,635,396 | +6.7% | 65,326 | -1.1% | 1.12% | -4.3% |
| Q1 2023 | $16,524,149 | +2.8% | 66,054 | -0.6% | 1.17% | +3.0% |
| Q4 2022 | $16,072,122 | +10.2% | 66,444 | -0.1% | 1.14% | -12.7% |
| Q3 2022 | $14,579,000 | -23.4% | 66,493 | -21.0% | 1.31% | -21.2% |
| Q2 2022 | $19,041,000 | -31.0% | 84,164 | -18.1% | 1.66% | -16.3% |
| Q1 2022 | $27,593,000 | +9.5% | 102,827 | +15.5% | 1.98% | +4.8% |
| Q4 2021 | $25,207,000 | +7.6% | 89,045 | +0.0% | 1.89% | +6.1% |
| Q3 2021 | $23,417,000 | +1.2% | 89,014 | +4.1% | 1.78% | +4.7% |
| Q2 2021 | $23,146,000 | +0.8% | 85,541 | -3.0% | 1.70% | -3.0% |
| Q1 2021 | $22,958,000 | +31.6% | 88,205 | +16.2% | 1.76% | +23.1% |
| Q4 2020 | $17,442,000 | +24.6% | 75,892 | +0.5% | 1.43% | +6.5% |
| Q3 2020 | $14,000,000 | +5.1% | 75,551 | +3.3% | 1.34% | +1.6% |
| Q2 2020 | $13,326,000 | +20.2% | 73,152 | +6.3% | 1.32% | +7.4% |
| Q1 2020 | $11,083,000 | -33.1% | 68,822 | -15.0% | 1.23% | -24.5% |
| Q4 2019 | $16,566,000 | +0.6% | 81,008 | -6.5% | 1.62% | -7.4% |
| Q3 2019 | $16,460,000 | -8.1% | 86,623 | -6.1% | 1.75% | -11.3% |
| Q2 2019 | $17,915,000 | -9.4% | 92,235 | -11.6% | 1.98% | -15.9% |
| Q1 2019 | $19,765,000 | -8.6% | 104,354 | -19.9% | 2.35% | -19.1% |
| Q4 2018 | $21,635,000 | -23.8% | 130,286 | -7.6% | 2.91% | -17.1% |
| Q3 2018 | $28,383,000 | +4.6% | 141,008 | +1.2% | 3.51% | -3.8% |
| Q2 2018 | $27,140,000 | +8.9% | 139,337 | +4.8% | 3.65% | +1.1% |
| Q1 2018 | $24,931,000 | +8.1% | 132,916 | +9.4% | 3.61% | -3.6% |
| Q4 2017 | $23,058,000 | – | 121,500 | – | 3.75% | – |
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% |