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 | $484 | -30.3% | 2,089 | -21.3% | 0.36% | -24.8% |
| Q2 2023 | $694 | -4.3% | 2,656 | -8.4% | 0.48% | +4.1% |
| Q1 2023 | $725 | -67.2% | 2,898 | -68.3% | 0.46% | -68.4% |
| Q4 2022 | $2,209 | -99.9% | 9,135 | -7.6% | 1.47% | -6.6% |
| Q3 2022 | $2,218,000 | -14.0% | 9,887 | -13.3% | 1.57% | -11.2% |
| Q2 2022 | $2,579,000 | -28.0% | 11,399 | -14.6% | 1.77% | -29.5% |
| Q1 2022 | $3,582,000 | +3.3% | 13,347 | -0.6% | 2.51% | -6.1% |
| Q4 2021 | $3,469,000 | -63.7% | 13,425 | -61.4% | 2.67% | -52.8% |
| Q3 2021 | $9,567,000 | +5.8% | 34,742 | +4.0% | 5.67% | +0.1% |
| Q2 2021 | $9,043,000 | +3.5% | 33,419 | -0.4% | 5.66% | -4.0% |
| Q1 2021 | $8,734,000 | +5.4% | 33,555 | -6.9% | 5.90% | -2.2% |
| Q4 2020 | $8,288,000 | +13.5% | 36,061 | -1.2% | 6.04% | +7.4% |
| Q3 2020 | $7,305,000 | +1.6% | 36,486 | -9.7% | 5.62% | -7.0% |
| Q2 2020 | $7,188,000 | +56.7% | 40,425 | +26.8% | 6.05% | +28.5% |
| Q1 2020 | $4,587,000 | +13.0% | 31,887 | +61.0% | 4.70% | +16.1% |
| Q4 2019 | $4,061,000 | – | 19,805 | – | 4.05% | – |
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% |