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 | $3,155,156 | +101.5% | 12,654 | +111.3% | 0.70% | +112.4% |
| Q2 2023 | $1,565,879 | +5.3% | 5,989 | +0.7% | 0.33% | -4.1% |
| Q1 2023 | $1,487,582 | -10.5% | 5,947 | -13.5% | 0.34% | -9.5% |
| Q4 2022 | $1,662,394 | -2.7% | 6,873 | -11.8% | 0.38% | -32.0% |
| Q3 2022 | $1,709,000 | -31.4% | 7,794 | -29.2% | 0.56% | -16.2% |
| Q2 2022 | $2,491,000 | -59.6% | 11,011 | -52.1% | 0.67% | -55.9% |
| Q1 2022 | $6,171,000 | -17.3% | 22,997 | -12.7% | 1.51% | -20.1% |
| Q4 2021 | $7,460,000 | -2.1% | 26,352 | -9.1% | 1.89% | -15.3% |
| Q3 2021 | $7,623,000 | -14.6% | 28,977 | -12.8% | 2.24% | -20.9% |
| Q2 2021 | $8,928,000 | -11.5% | 33,223 | -14.3% | 2.83% | -26.9% |
| Q1 2021 | $10,086,000 | -11.1% | 38,752 | -21.5% | 3.87% | -37.3% |
| Q4 2020 | $11,349,000 | +20.4% | 49,378 | -2.9% | 6.16% | -5.2% |
| Q3 2020 | $9,426,000 | +9.8% | 50,866 | +5.3% | 6.50% | -4.7% |
| Q2 2020 | $8,587,000 | +45.9% | 48,292 | +18.0% | 6.82% | +16.9% |
| Q1 2020 | $5,886,000 | -23.5% | 40,911 | +9.5% | 5.83% | +2.6% |
| Q4 2019 | $7,693,000 | – | 37,376 | – | 5.68% | – |
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% |