ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,122 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.37 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,579,387 | -3.8% | 16,325 | -0.7% | 0.15% | -0.7% |
| Q2 2022 | $3,719,635 | -15.4% | 16,442 | +0.3% | 0.15% | +2.0% |
| Q1 2022 | $4,398,687 | -31.3% | 16,397 | -27.5% | 0.15% | -30.6% |
| Q4 2021 | $6,399,635 | +74.6% | 22,607 | +62.2% | 0.22% | +57.7% |
| Q3 2021 | $3,665,671 | +6.4% | 13,934 | +8.7% | 0.14% | +3.0% |
| Q2 2021 | $3,444,098 | -58.9% | 12,816 | -60.2% | 0.13% | -63.7% |
| Q1 2021 | $8,383,469 | +167.9% | 32,209 | +136.6% | 0.37% | +128.8% |
| Q4 2020 | $3,129,433 | +24.7% | 13,616 | +0.5% | 0.16% | +10.3% |
| Q3 2020 | $2,509,636 | +4.7% | 13,543 | +0.5% | 0.14% | -7.1% |
| Q2 2020 | $2,396,478 | +2.1% | 13,477 | -17.4% | 0.16% | -20.0% |
| Q1 2020 | $2,346,441 | -31.9% | 16,311 | -2.6% | 0.20% | -20.4% |
| Q4 2019 | $3,445,813 | -24.1% | 16,742 | -28.7% | 0.24% | -34.1% |
| Q3 2019 | $4,537,922 | +36.4% | 23,485 | +37.1% | 0.37% | +32.9% |
| Q2 2019 | $3,327,588 | +8.0% | 17,130 | +5.3% | 0.28% | -3.4% |
| Q1 2019 | $3,079,815 | +22.9% | 16,261 | +7.7% | 0.29% | -6.5% |
| Q4 2018 | $2,506,269 | -20.1% | 15,093 | -3.1% | 0.31% | -13.9% |
| Q3 2018 | $3,135,690 | +48.3% | 15,578 | +43.5% | 0.36% | +25.0% |
| Q2 2018 | $2,115,111 | +17.0% | 10,859 | +12.7% | 0.29% | +7.1% |
| Q1 2018 | $1,807,795 | +0.7% | 9,638 | +1.9% | 0.27% | -5.3% |
| Q4 2017 | $1,795,118 | – | 9,459 | – | 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% |