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 | $279,516,363 | -19.9% | 1,120,980 | -16.0% | 1.30% | -15.8% |
| Q2 2023 | $348,744,243 | +5.6% | 1,333,732 | +1.1% | 1.54% | +0.1% |
| Q1 2023 | $330,176,178 | +2.7% | 1,319,860 | -0.7% | 1.54% | -0.5% |
| Q4 2022 | $321,496,724 | +19.3% | 1,329,103 | +8.1% | 1.54% | +9.7% |
| Q3 2022 | $269,529,000 | -14.0% | 1,229,264 | -11.3% | 1.41% | -7.1% |
| Q2 2022 | $313,444,000 | -16.4% | 1,385,511 | -0.9% | 1.52% | -1.0% |
| Q1 2022 | $375,052,000 | -2.3% | 1,397,675 | +3.0% | 1.53% | +2.6% |
| Q4 2021 | $383,962,000 | +17.7% | 1,356,374 | +9.4% | 1.49% | +5.4% |
| Q3 2021 | $326,196,000 | +5.4% | 1,239,958 | +7.6% | 1.42% | +4.3% |
| Q2 2021 | $309,605,000 | +6.2% | 1,152,103 | +2.9% | 1.36% | +0.4% |
| Q1 2021 | $291,463,000 | +1.7% | 1,119,807 | -10.2% | 1.35% | -4.0% |
| Q4 2020 | $286,717,000 | +37.2% | 1,247,518 | +10.6% | 1.41% | +22.1% |
| Q3 2020 | $208,947,000 | +6.5% | 1,127,552 | +2.2% | 1.16% | -1.8% |
| Q2 2020 | $196,149,000 | +6.0% | 1,103,075 | -14.3% | 1.18% | -11.0% |
| Q1 2020 | $185,108,000 | -36.7% | 1,286,724 | -9.4% | 1.32% | -18.9% |
| Q4 2019 | $292,326,000 | +5.6% | 1,420,297 | -0.9% | 1.63% | -1.9% |
| Q3 2019 | $276,880,000 | -1.3% | 1,432,903 | -0.7% | 1.66% | -3.1% |
| Q2 2019 | $280,392,000 | -7.2% | 1,443,386 | -9.5% | 1.71% | -11.6% |
| Q1 2019 | $301,992,000 | +8.6% | 1,594,466 | -4.8% | 1.94% | -4.2% |
| Q4 2018 | $278,017,000 | -15.7% | 1,674,197 | +2.2% | 2.02% | -3.6% |
| Q3 2018 | $329,649,000 | +13.8% | 1,637,684 | +10.2% | 2.10% | +6.9% |
| Q2 2018 | $289,587,000 | +11.8% | 1,486,740 | +7.7% | 1.96% | +11.2% |
| Q1 2018 | $259,029,000 | -0.7% | 1,380,972 | +0.5% | 1.76% | -0.5% |
| Q4 2017 | $260,730,000 | +8.2% | 1,373,855 | +2.0% | 1.77% | +2.9% |
| Q3 2017 | $240,951,000 | +3.2% | 1,346,845 | +0.3% | 1.72% | +0.3% |
| Q2 2017 | $233,469,000 | +7.5% | 1,342,159 | +5.9% | 1.72% | +4.8% |
| Q1 2017 | $217,084,000 | +32.1% | 1,267,866 | +27.6% | 1.64% | +23.8% |
| Q4 2016 | $164,329,000 | +26.9% | 993,884 | +18.7% | 1.32% | +23.6% |
| Q3 2016 | $129,503,000 | +13.5% | 837,072 | +9.6% | 1.07% | +10.6% |
| Q2 2016 | $114,120,000 | +2.7% | 763,904 | -0.9% | 0.97% | +0.7% |
| Q1 2016 | $111,133,000 | +2.9% | 770,737 | -0.6% | 0.96% | +1.5% |
| Q4 2015 | $108,018,000 | +6.0% | 775,324 | +4.0% | 0.95% | +0.3% |
| Q3 2015 | $101,861,000 | -6.8% | 745,632 | +2.4% | 0.94% | -0.8% |
| Q2 2015 | $109,254,000 | -0.8% | 728,454 | +0.5% | 0.95% | 0.0% |
| Q1 2015 | $110,118,000 | +5.7% | 724,555 | +0.7% | 0.95% | +7.1% |
| Q4 2014 | $104,211,000 | +6.2% | 719,691 | +0.3% | 0.89% | -0.4% |
| Q3 2014 | $98,164,000 | -6.6% | 717,885 | -2.2% | 0.89% | -6.0% |
| Q2 2014 | $105,051,000 | +0.3% | 734,214 | -3.6% | 0.95% | -3.4% |
| Q1 2014 | $104,750,000 | -1.0% | 761,985 | -3.6% | 0.98% | -3.7% |
| Q4 2013 | $105,787,000 | +13.2% | 790,579 | +5.0% | 1.02% | +6.1% |
| Q3 2013 | $93,444,000 | +14.6% | 752,728 | +6.6% | 0.96% | +10.7% |
| Q2 2013 | $81,568,000 | – | 706,213 | – | 0.87% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |