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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,294,326 | +6.0% | 4,950 | +1.4% | 0.65% | +3.3% |
| Q1 2023 | $1,220,781 | +103006.5% | 4,880 | -0.3% | 0.63% | -20.2% |
| Q4 2022 | $1,184 | -99.9% | 4,896 | -0.8% | 0.79% | -14.0% |
| Q3 2022 | $1,082,000 | -3.4% | 4,933 | -0.4% | 0.92% | -10.1% |
| Q2 2022 | $1,120,000 | -18.3% | 4,954 | -3.0% | 1.02% | +89.2% |
| Q1 2022 | $1,371,000 | -57.2% | 5,108 | -54.8% | 0.54% | -42.7% |
| Q4 2021 | $3,202,000 | +121.1% | 11,308 | +105.5% | 0.94% | +85.9% |
| Q3 2021 | $1,448,000 | -2.9% | 5,503 | -0.8% | 0.50% | -23.5% |
| Q2 2021 | $1,491,000 | -5.6% | 5,548 | -8.5% | 0.66% | -78.9% |
| Q1 2021 | $1,579,000 | +9.8% | 6,065 | -3.0% | 3.12% | +236.2% |
| Q4 2020 | $1,438,000 | -38.0% | 6,255 | -15.7% | 0.93% | +1.8% |
| Q3 2020 | $2,320,000 | +109.4% | 7,422 | +19.1% | 0.91% | -35.8% |
| Q2 2020 | $1,108,000 | +29.3% | 6,230 | +4.6% | 1.42% | -14.3% |
| Q1 2020 | $857,000 | -13.3% | 5,957 | +23.9% | 1.66% | +75.8% |
| Q4 2019 | $989,000 | – | 4,807 | – | 0.94% | – |
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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% |