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 | $300,255 | -4.6% | 1,204 | 0.0% | 0.15% | -2.5% |
| Q2 2023 | $314,861 | +4.6% | 1,204 | 0.0% | 0.16% | -3.7% |
| Q1 2023 | $301,137 | +6.4% | 1,204 | +2.9% | 0.16% | 0.0% |
| Q4 2022 | $283,082 | +99576.8% | 1,170 | -9.8% | 0.16% | -9.4% |
| Q3 2022 | $284 | +2.9% | 1,297 | +6.4% | 0.18% | +8.4% |
| Q2 2022 | $276 | -19.8% | 1,219 | -4.8% | 0.17% | -5.6% |
| Q1 2022 | $344 | -17.1% | 1,281 | -12.7% | 0.18% | -14.5% |
| Q4 2021 | $415 | +10.1% | 1,467 | +2.3% | 0.21% | -1.9% |
| Q3 2021 | $377 | -14.3% | 1,434 | -12.5% | 0.21% | -16.6% |
| Q2 2021 | $440 | +3.3% | 1,638 | +0.1% | 0.25% | -6.3% |
| Q1 2021 | $426 | +11.5% | 1,636 | -1.9% | 0.27% | +3.4% |
| Q4 2020 | $382 | +23.2% | 1,667 | -0.2% | 0.26% | +7.4% |
| Q3 2020 | $310 | +3.7% | 1,670 | +0.1% | 0.24% | -5.8% |
| Q2 2020 | $299 | +18.7% | 1,668 | -4.1% | 0.26% | -6.9% |
| Q1 2020 | $252 | – | 1,739 | – | 0.28% | – |
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% |