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 | $4,759,353 | +55.5% | 19,087 | +63.1% | 0.75% | +64.0% |
| Q2 2023 | $3,060,372 | +5.2% | 11,704 | +0.7% | 0.46% | -2.8% |
| Q1 2023 | $2,908,040 | +1.4% | 11,625 | -1.9% | 0.47% | -7.5% |
| Q4 2022 | $2,867,200 | +9.3% | 11,854 | -0.9% | 0.51% | -1.7% |
| Q3 2022 | $2,624,000 | -7.7% | 11,965 | -4.8% | 0.52% | -5.1% |
| Q2 2022 | $2,843,000 | -25.6% | 12,566 | -11.8% | 0.55% | -30.2% |
| Q1 2022 | $3,823,000 | -5.8% | 14,247 | -0.6% | 0.78% | -4.2% |
| Q4 2021 | $4,058,000 | +6.8% | 14,336 | -0.7% | 0.82% | -4.3% |
| Q3 2021 | $3,798,000 | -17.5% | 14,437 | -15.7% | 0.85% | -21.3% |
| Q2 2021 | $4,604,000 | -1.7% | 17,132 | -4.8% | 1.08% | -17.4% |
| Q1 2021 | $4,684,000 | +8.9% | 17,996 | -3.9% | 1.31% | +3.5% |
| Q4 2020 | $4,303,000 | +21.9% | 18,725 | -1.7% | 1.27% | -0.1% |
| Q3 2020 | $3,531,000 | +3.9% | 19,053 | -0.3% | 1.27% | -5.5% |
| Q2 2020 | $3,399,000 | +41.1% | 19,112 | +14.1% | 1.34% | +3.4% |
| Q1 2020 | $2,409,000 | -11.3% | 16,745 | +26.9% | 1.30% | -32.7% |
| Q4 2019 | $2,716,000 | – | 13,195 | – | 1.93% | – |
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% |