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 | $3,404,141 | +116.0% | 13,652 | +126.5% | 0.31% | +109.3% |
| Q2 2023 | $1,576,217 | +34.6% | 6,028 | +28.8% | 0.15% | +24.0% |
| Q1 2023 | $1,170,655 | -6.9% | 4,680 | -10.0% | 0.12% | -17.1% |
| Q4 2022 | $1,257,248 | +87.4% | 5,198 | +69.9% | 0.15% | +82.5% |
| Q3 2022 | $671,000 | +45.2% | 3,060 | +50.0% | 0.08% | +40.4% |
| Q2 2022 | $462,000 | -22.5% | 2,040 | -8.1% | 0.06% | -17.4% |
| Q1 2022 | $596,000 | -2.6% | 2,220 | +2.7% | 0.07% | -10.4% |
| Q4 2021 | $612,000 | +11.3% | 2,162 | +3.4% | 0.08% | -9.4% |
| Q3 2021 | $550,000 | -0.2% | 2,091 | +2.0% | 0.08% | -1.2% |
| Q2 2021 | $551,000 | +13.1% | 2,050 | +9.5% | 0.09% | -16.5% |
| Q1 2021 | $487,000 | +11.7% | 1,872 | -1.3% | 0.10% | -5.5% |
| Q4 2020 | $436,000 | +26.7% | 1,897 | +2.2% | 0.11% | +2.8% |
| Q3 2020 | $344,000 | +4.2% | 1,857 | 0.0% | 0.11% | -8.6% |
| Q2 2020 | $330,000 | +12.2% | 1,857 | -9.2% | 0.12% | -32.6% |
| Q1 2020 | $294,000 | -35.8% | 2,045 | -8.2% | 0.17% | -45.4% |
| Q4 2019 | $458,000 | +0.9% | 2,227 | -5.3% | 0.32% | -7.9% |
| Q3 2019 | $454,000 | +0.2% | 2,351 | +0.8% | 0.34% | -11.4% |
| Q2 2019 | $453,000 | -5.6% | 2,332 | -8.0% | 0.39% | -11.3% |
| Q1 2019 | $480,000 | -17.0% | 2,534 | -27.2% | 0.44% | -48.2% |
| Q4 2018 | $578,000 | – | 3,481 | – | 0.84% | – |
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% |