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 | $311,661 | -2.1% | 1,250 | +2.6% | 0.11% | -2.7% |
| Q2 2023 | $318,483 | +7.7% | 1,218 | +3.0% | 0.11% | +3.7% |
| Q1 2023 | $295,689 | -35.0% | 1,182 | -37.2% | 0.11% | -38.4% |
| Q4 2022 | $455,237 | -99.8% | 1,882 | +59.2% | 0.18% | +62.4% |
| Q3 2022 | $259,165,000 | -3.1% | 1,182 | 0.0% | 0.11% | +0.9% |
| Q2 2022 | $267,404,000 | -12.9% | 1,182 | 0.0% | 0.11% | -0.9% |
| Q1 2022 | $306,871,000 | -7.0% | 1,182 | +1.4% | 0.11% | -2.7% |
| Q4 2021 | $330,071,000 | +7.6% | 1,166 | 0.0% | 0.11% | -2.6% |
| Q3 2021 | $306,740,000 | -8.6% | 1,166 | -6.6% | 0.12% | -12.9% |
| Q2 2021 | $335,644,000 | +3.2% | 1,249 | 0.0% | 0.13% | -1.5% |
| Q1 2021 | $325,090,000 | +13.2% | 1,249 | 0.0% | 0.13% | -1.5% |
| Q4 2020 | $287,058,000 | +24.0% | 1,249 | 0.0% | 0.14% | +13.3% |
| Q3 2020 | $231,452,000 | -0.0% | 1,249 | -4.1% | 0.12% | -8.4% |
| Q2 2020 | $231,522,000 | +90338.3% | 1,302 | -26.9% | 0.13% | -23.8% |
| Q1 2020 | $256,000 | -29.9% | 1,781 | +0.4% | 0.17% | -10.9% |
| Q4 2019 | $365,000 | -3.9% | 1,774 | -9.9% | 0.19% | -16.1% |
| Q3 2019 | $380,000 | -0.3% | 1,969 | +0.4% | 0.23% | -5.3% |
| Q2 2019 | $381,000 | -5.2% | 1,961 | -7.5% | 0.24% | -10.7% |
| Q1 2019 | $402,000 | +48.9% | 2,121 | +30.4% | 0.27% | +15.3% |
| Q4 2018 | $270,000 | – | 1,627 | – | 0.24% | – |
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% |