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 | $4,734,907 | -20.4% | 18,989 | -16.5% | 0.14% | -19.4% |
| Q2 2023 | $5,946,316 | -4.2% | 22,741 | -8.4% | 0.17% | -10.5% |
| Q1 2023 | $6,209,721 | +100024.5% | 24,823 | -3.2% | 0.19% | -2.6% |
| Q4 2022 | $6,202 | -99.9% | 25,639 | -46.9% | 0.20% | +6.6% |
| Q3 2022 | $5,297,292 | +9.2% | 48,264 | +125.1% | 0.18% | +11.6% |
| Q2 2022 | $4,849,000 | +31.3% | 21,437 | +55.8% | 0.16% | +20.6% |
| Q1 2022 | $3,693,000 | -5.2% | 13,762 | -0.0% | 0.14% | -2.2% |
| Q4 2021 | $3,896,000 | -4.4% | 13,765 | -11.2% | 0.14% | -9.7% |
| Q3 2021 | $4,077,000 | -5.0% | 15,498 | -2.9% | 0.15% | -3.8% |
| Q2 2021 | $4,290,000 | +2.4% | 15,963 | -0.9% | 0.16% | -3.6% |
| Q1 2021 | $4,191,000 | +1.4% | 16,104 | -10.4% | 0.17% | -4.6% |
| Q4 2020 | $4,133,000 | +20.5% | 17,982 | -2.9% | 0.17% | +5.5% |
| Q3 2020 | $3,431,000 | +3.2% | 18,513 | -1.0% | 0.16% | -2.9% |
| Q2 2020 | $3,324,000 | +13.0% | 18,692 | -8.6% | 0.17% | -6.1% |
| Q1 2020 | $2,941,000 | -29.7% | 20,447 | +0.6% | 0.18% | -11.7% |
| Q4 2019 | $4,182,000 | +4.8% | 20,320 | -1.6% | 0.20% | +2.0% |
| Q3 2019 | $3,989,000 | -3.4% | 20,640 | -2.9% | 0.20% | -4.3% |
| Q2 2019 | $4,130,000 | +10.6% | 21,258 | +7.9% | 0.21% | +7.7% |
| Q1 2019 | $3,733,000 | +12.8% | 19,709 | -1.1% | 0.20% | +6.6% |
| Q4 2018 | $3,309,000 | -21.2% | 19,924 | -4.5% | 0.18% | -11.6% |
| Q3 2018 | $4,199,000 | -0.1% | 20,863 | -3.4% | 0.21% | -4.6% |
| Q2 2018 | $4,205,000 | +6.2% | 21,591 | +2.3% | 0.22% | +3.8% |
| Q1 2018 | $3,960,000 | -12.8% | 21,110 | -11.7% | 0.21% | -10.7% |
| Q4 2017 | $4,539,000 | +3.4% | 23,917 | -2.5% | 0.23% | -1.7% |
| Q3 2017 | $4,389,000 | -0.1% | 24,534 | -2.9% | 0.24% | -1.2% |
| Q2 2017 | $4,395,000 | +2.9% | 25,262 | +1.3% | 0.24% | +3.0% |
| Q1 2017 | $4,272,000 | -2.6% | 24,950 | -6.0% | 0.23% | -7.1% |
| Q4 2016 | $4,386,000 | +4.8% | 26,532 | -1.9% | 0.25% | +5.4% |
| Q3 2016 | $4,185,000 | -3.0% | 27,051 | -6.3% | 0.24% | -2.0% |
| Q2 2016 | $4,313,000 | -6.0% | 28,869 | -9.3% | 0.24% | -9.6% |
| Q1 2016 | $4,587,000 | +0.0% | 31,816 | -3.3% | 0.27% | -0.4% |
| Q4 2015 | $4,586,000 | -4.5% | 32,915 | -6.4% | 0.27% | -6.9% |
| Q3 2015 | $4,804,000 | -32.1% | 35,168 | -25.5% | 0.29% | -26.9% |
| Q2 2015 | $7,076,000 | -3.1% | 47,178 | -1.8% | 0.40% | -0.3% |
| Q1 2015 | $7,302,000 | +10.9% | 48,041 | +5.7% | 0.40% | -5.0% |
| Q4 2014 | $6,582,000 | +0.4% | 45,455 | -5.2% | 0.42% | -1.9% |
| Q3 2014 | $6,556,000 | +519.1% | 47,943 | +548.1% | 0.43% | +435.0% |
| Q2 2014 | $1,059,000 | +77.4% | 7,398 | +70.5% | 0.08% | +45.5% |
| Q1 2014 | $597,000 | +32.1% | 4,339 | +28.4% | 0.06% | +34.1% |
| Q4 2013 | $452,000 | +9.4% | 3,379 | +1.6% | 0.04% | -2.4% |
| Q3 2013 | $413,000 | +5.6% | 3,326 | -1.8% | 0.04% | +2.4% |
| Q2 2013 | $391,000 | – | 3,386 | – | 0.04% | – |
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% |