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 | $45,303,210 | +6.8% | 181,685 | +12.0% | 7.24% | +0.3% |
| Q2 2023 | $42,419,948 | +10.1% | 162,230 | +5.3% | 7.22% | -1.5% |
| Q1 2023 | $38,523,318 | +11.1% | 153,995 | +7.4% | 7.32% | -6.8% |
| Q4 2022 | $34,681,012 | +14.6% | 143,375 | +3.9% | 7.86% | +6.3% |
| Q3 2022 | $30,250,000 | +4.9% | 137,962 | +8.3% | 7.40% | +3.0% |
| Q2 2022 | $28,825,000 | -10.0% | 127,415 | +6.8% | 7.18% | +4.6% |
| Q1 2022 | $32,024,000 | +4.9% | 119,342 | +10.6% | 6.87% | -21.7% |
| Q4 2021 | $30,535,000 | +29.1% | 107,868 | +19.9% | 8.77% | +26.2% |
| Q3 2021 | $23,658,000 | +14.3% | 89,929 | +16.7% | 6.95% | +2.4% |
| Q2 2021 | $20,700,000 | -19.7% | 77,029 | -22.3% | 6.79% | +1.3% |
| Q1 2021 | $25,792,000 | +177.4% | 99,093 | +145.0% | 6.70% | +46.7% |
| Q4 2020 | $9,297,000 | -52.2% | 40,453 | -61.4% | 4.57% | -9.5% |
| Q3 2020 | $19,434,000 | +725.9% | 104,871 | +692.6% | 5.04% | +140.5% |
| Q2 2020 | $2,353,000 | +8.1% | 13,231 | +25.1% | 2.10% | +0.0% |
| Q4 2019 | $2,177,000 | – | 10,577 | – | 2.10% | – |
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% |