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 | $1,007,956 | -10.4% | 4,042 | -6.0% | 0.76% | +3.3% |
| Q2 2023 | $1,124,713 | +5.0% | 4,301 | +0.5% | 0.73% | -7.2% |
| Q1 2023 | $1,071,019 | -7.4% | 4,281 | -10.5% | 0.79% | +4.4% |
| Q4 2022 | $1,157,041 | +9.3% | 4,783 | -1.0% | 0.76% | -7.8% |
| Q3 2022 | $1,059,000 | -5.2% | 4,829 | -2.2% | 0.82% | +2.5% |
| Q2 2022 | $1,117,000 | -16.0% | 4,936 | -0.4% | 0.80% | -10.7% |
| Q1 2022 | $1,329,000 | -9.5% | 4,954 | -4.5% | 0.90% | -14.2% |
| Q4 2021 | $1,468,000 | +11.3% | 5,185 | +3.4% | 1.04% | +23.0% |
| Q3 2021 | $1,319,000 | +6.1% | 5,015 | +8.5% | 0.85% | +6.4% |
| Q2 2021 | $1,243,000 | -15.5% | 4,624 | -18.2% | 0.80% | -16.2% |
| Q1 2021 | $1,471,000 | +9.7% | 5,653 | -3.1% | 0.95% | +12.9% |
| Q4 2020 | $1,341,000 | +43.9% | 5,833 | +16.0% | 0.84% | -6.2% |
| Q3 2020 | $932,000 | -0.6% | 5,028 | -4.7% | 0.90% | -1.5% |
| Q2 2020 | $938,000 | +23.7% | 5,275 | +0.2% | 0.91% | +5.8% |
| Q1 2020 | $758,000 | – | 5,267 | – | 0.86% | – |
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% |