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 | $543,416 | -4.6% | 2,179 | 0.0% | 0.18% | -2.2% |
| Q2 2023 | $569,855 | +1.8% | 2,179 | -2.6% | 0.18% | +0.5% |
| Q1 2023 | $559,593 | -2.5% | 2,237 | -5.8% | 0.18% | -8.5% |
| Q4 2022 | $574,223 | -68.9% | 2,374 | -71.9% | 0.20% | -72.6% |
| Q3 2022 | $1,849,000 | -25.8% | 8,434 | -23.4% | 0.72% | -24.3% |
| Q2 2022 | $2,492,000 | -12.2% | 11,015 | +4.2% | 0.96% | -0.3% |
| Q1 2022 | $2,838,000 | -2.8% | 10,576 | +2.6% | 0.96% | -1.4% |
| Q4 2021 | $2,919,000 | +14.9% | 10,312 | +6.8% | 0.98% | +1.0% |
| Q3 2021 | $2,540,000 | -48.8% | 9,656 | -49.3% | 0.96% | -23.2% |
| Q1 2021 | $4,960,000 | +10.2% | 19,056 | -2.7% | 1.26% | +15.7% |
| Q4 2020 | $4,499,000 | +156.2% | 19,575 | +106.5% | 1.09% | +5.1% |
| Q3 2020 | $1,756,000 | +20.6% | 9,478 | +15.8% | 1.03% | +8.9% |
| Q2 2020 | $1,456,000 | +35.9% | 8,188 | +9.9% | 0.95% | +17.9% |
| Q1 2020 | $1,071,000 | -27.1% | 7,448 | +4.3% | 0.80% | -13.4% |
| Q4 2019 | $1,469,000 | +17.4% | 7,139 | +10.2% | 0.93% | +2.2% |
| Q3 2019 | $1,251,000 | -28.1% | 6,476 | -27.7% | 0.91% | -30.8% |
| Q2 2019 | $1,739,000 | -60.7% | 8,954 | -61.7% | 1.32% | -65.5% |
| Q1 2019 | $4,424,000 | -20.4% | 23,356 | -30.2% | 3.82% | -39.9% |
| Q4 2018 | $5,555,000 | – | 33,455 | – | 6.35% | – |
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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% |