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 | $7,356,039 | -2.4% | 29,500 | +2.3% | 7.58% | +2.8% |
Q2 2023 | $7,539,000 | +7.8% | 28,831 | +3.1% | 7.38% | +2.6% |
Q1 2023 | $6,993,000 | -1.9% | 27,952 | -5.1% | 7.19% | -12.2% |
Q4 2022 | $7,125,000 | +18.2% | 29,457 | +7.2% | 8.19% | -9.7% |
Q3 2022 | $6,027,000 | -1.5% | 27,489 | +1.7% | 9.08% | -0.5% |
Q2 2022 | $6,116,000 | -3.6% | 27,035 | +14.3% | 9.12% | -37.1% |
Q1 2022 | $6,347,000 | +17.5% | 23,655 | +23.9% | 14.52% | +120.6% |
Q4 2021 | $5,404,000 | +161.1% | 19,088 | +142.6% | 6.58% | +6.7% |
Q3 2021 | $2,070,000 | -67.5% | 7,869 | -66.8% | 6.17% | +142.5% |
Q2 2021 | $6,373,000 | -0.9% | 23,716 | -4.0% | 2.54% | -24.6% |
Q1 2021 | $6,430,000 | +17.5% | 24,704 | +3.7% | 3.37% | +4.3% |
Q4 2020 | $5,474,000 | +38.8% | 23,818 | +11.9% | 3.23% | +11.7% |
Q3 2020 | $3,944,000 | +12.4% | 21,285 | +7.9% | 2.89% | -9.6% |
Q2 2020 | $3,509,000 | +22.8% | 19,732 | -0.6% | 3.20% | +0.1% |
Q1 2020 | $2,857,000 | -27.8% | 19,860 | +3.3% | 3.20% | -4.3% |
Q4 2019 | $3,955,000 | – | 19,218 | – | 3.34% | – |
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% |