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 | $3,498,168 | -8.3% | 14,029 | -3.8% | 2.52% | -5.0% |
| Q2 2023 | $3,813,981 | +1.8% | 14,586 | -2.6% | 2.66% | -5.0% |
| Q1 2023 | $3,746,687 | +5.2% | 14,977 | +1.7% | 2.80% | -4.0% |
| Q4 2022 | $3,560,603 | +5.9% | 14,720 | -4.0% | 2.91% | -6.1% |
| Q3 2022 | $3,361,000 | -2.5% | 15,329 | +0.6% | 3.10% | -9.6% |
| Q2 2022 | $3,446,000 | -17.2% | 15,231 | -1.8% | 3.43% | +2.2% |
| Q1 2022 | $4,164,000 | -8.3% | 15,518 | -3.2% | 3.36% | -2.1% |
| Q4 2021 | $4,539,000 | -5.7% | 16,034 | -12.3% | 3.43% | -10.7% |
| Q3 2021 | $4,811,000 | +6.8% | 18,286 | +9.1% | 3.84% | +9.1% |
| Q2 2021 | $4,504,000 | +1.8% | 16,761 | -1.4% | 3.52% | -4.4% |
| Q1 2021 | $4,423,000 | +14.3% | 16,992 | +0.9% | 3.68% | +2.7% |
| Q4 2020 | $3,869,000 | +20.5% | 16,834 | -2.8% | 3.58% | +4.4% |
| Q3 2020 | $3,211,000 | +0.7% | 17,325 | -3.4% | 3.43% | -6.3% |
| Q2 2020 | $3,190,000 | +27.5% | 17,941 | +3.2% | 3.66% | +5.9% |
| Q1 2020 | $2,501,000 | -25.3% | 17,386 | +6.9% | 3.46% | +0.8% |
| Q4 2019 | $3,348,000 | – | 16,268 | – | 3.43% | – |
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% |