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 | $423,396 | -1.5% | 1,698 | +3.3% | 0.12% | +5.1% |
| Q2 2023 | $429,873 | +6.1% | 1,644 | +1.5% | 0.12% | +11.3% |
| Q1 2023 | $405,259 | +3.1% | 1,620 | -0.3% | 0.11% | -9.4% |
| Q4 2022 | $393,071 | +10.4% | 1,625 | 0.0% | 0.12% | +6.4% |
| Q3 2022 | $356,000 | +119.8% | 1,625 | +126.6% | 0.11% | +115.7% |
| Q2 2022 | $162,000 | -15.6% | 717 | 0.0% | 0.05% | -7.3% |
| Q1 2022 | $192,000 | -8.1% | 717 | -3.1% | 0.06% | -15.4% |
| Q4 2021 | $209,000 | +20.1% | 740 | +11.6% | 0.06% | +14.0% |
| Q3 2021 | $174,000 | +10.1% | 663 | +12.8% | 0.06% | +3.6% |
| Q2 2021 | $158,000 | +26.4% | 588 | +22.2% | 0.06% | +7.8% |
| Q1 2021 | $125,000 | +14.7% | 481 | +1.5% | 0.05% | +2.0% |
| Q4 2020 | $109,000 | +41.6% | 474 | +13.7% | 0.05% | +22.0% |
| Q3 2020 | $77,000 | +42.6% | 417 | +36.7% | 0.04% | +24.2% |
| Q2 2020 | $54,000 | +22.7% | 305 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $44,000 | -30.2% | 305 | 0.0% | 0.03% | -5.7% |
| Q4 2019 | $63,000 | +6.8% | 305 | 0.0% | 0.04% | +6.1% |
| Q3 2019 | $59,000 | 0.0% | 305 | 0.0% | 0.03% | -10.8% |
| Q2 2019 | $59,000 | +1.7% | 305 | 0.0% | 0.04% | -27.5% |
| Q1 2019 | $58,000 | +38.1% | 305 | +19.6% | 0.05% | +15.9% |
| Q4 2018 | $42,000 | – | 255 | – | 0.04% | – |
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% |