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 | $23,190 | +4334.0% | 93 | +4550.0% | 0.00% | – |
| Q2 2023 | $523 | -65.2% | 2 | -66.7% | 0.00% | – |
| Q1 2023 | $1,501 | -31.1% | 6 | -33.3% | 0.00% | – |
| Q4 2022 | $2,177 | +8.8% | 9 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -71.4% | 9 | -71.9% | 0.00% | -100.0% |
| Q2 2022 | $7,000 | +16.7% | 32 | +45.5% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -81.8% | 22 | -81.4% | 0.00% | -75.0% |
| Q4 2021 | $33,000 | +450.0% | 118 | +436.4% | 0.00% | +300.0% |
| Q3 2021 | $6,000 | -60.0% | 22 | -60.0% | 0.00% | -50.0% |
| Q2 2021 | $15,000 | -99.9% | 55 | +19.6% | 0.00% | 0.0% |
| Q1 2021 | $12,002,000 | +109009.1% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 46 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | -52.9% | 46 | -60.3% | 0.00% | -66.7% |
| Q1 2020 | $17,000 | -29.2% | 116 | 0.0% | 0.01% | +50.0% |
| Q4 2019 | $24,000 | +9.1% | 116 | 0.0% | 0.00% | -42.9% |
| Q3 2019 | $22,000 | +37.5% | 116 | +39.8% | 0.01% | +16.7% |
| Q2 2019 | $16,000 | -27.3% | 83 | -29.1% | 0.01% | -40.0% |
| Q1 2019 | $22,000 | -58.5% | 117 | -63.6% | 0.01% | -64.3% |
| Q4 2018 | $53,000 | -20.9% | 321 | -3.6% | 0.03% | -15.2% |
| Q3 2018 | $67,000 | +3.1% | 333 | -0.9% | 0.03% | -13.2% |
| Q2 2018 | $65,000 | +4.8% | 336 | +2.4% | 0.04% | -7.3% |
| Q1 2018 | $62,000 | +129.6% | 328 | +123.1% | 0.04% | +127.8% |
| Q4 2017 | $27,000 | – | 147 | – | 0.02% | – |
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% |