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 | $618,388 | -3.6% | 2,480 | +1.1% | 0.36% | -0.3% |
Q2 2023 | $641,149 | +34.5% | 2,452 | +28.7% | 0.36% | +30.9% |
Q1 2023 | $476,555 | +2.7% | 1,905 | -0.7% | 0.28% | +6.2% |
Q4 2022 | $463,945 | +9.7% | 1,918 | -0.6% | 0.26% | +8.4% |
Q3 2022 | $423,000 | +5.0% | 1,930 | +8.4% | 0.24% | +10.1% |
Q2 2022 | $403,000 | -13.5% | 1,780 | 0.0% | 0.22% | -0.5% |
Q1 2022 | $466,000 | -8.3% | 1,780 | -7.8% | 0.22% | -19.0% |
Q4 2021 | $508,000 | 0.0% | 1,930 | 0.0% | 0.27% | +0.4% |
Q3 2021 | $508,000 | -2.1% | 1,930 | 0.0% | 0.27% | -9.5% |
Q2 2021 | $519,000 | +1.8% | 1,930 | -1.5% | 0.30% | -6.3% |
Q1 2021 | $510,000 | +3.4% | 1,960 | -8.7% | 0.32% | -7.6% |
Q4 2020 | $493,000 | +31.1% | 2,147 | +1.3% | 0.34% | +2.4% |
Q2 2020 | $376,000 | +23.7% | 2,120 | 0.0% | 0.33% | +0.6% |
Q1 2020 | $304,000 | -39.4% | 2,120 | -13.2% | 0.33% | -25.7% |
Q4 2019 | $502,000 | – | 2,442 | – | 0.45% | – |
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% |