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 | $2,506,330 | -5.6% | 10,051 | -1.0% | 1.26% | -0.6% |
| Q2 2023 | $2,654,403 | +4.7% | 10,151 | +0.2% | 1.27% | -3.1% |
| Q1 2023 | $2,535,194 | +3.8% | 10,134 | +0.3% | 1.31% | +6.9% |
| Q4 2022 | $2,442,820 | +11.9% | 10,099 | +1.4% | 1.23% | -0.2% |
| Q3 2022 | $2,183,000 | -6.9% | 9,955 | -4.0% | 1.23% | +1.5% |
| Q2 2022 | $2,346,000 | -16.7% | 10,368 | -1.2% | 1.21% | -12.1% |
| Q1 2022 | $2,817,000 | -4.6% | 10,497 | +0.6% | 1.38% | -2.3% |
| Q4 2021 | $2,953,000 | +10.2% | 10,431 | +2.4% | 1.41% | -0.9% |
| Q3 2021 | $2,679,000 | -2.7% | 10,183 | -0.6% | 1.42% | -6.7% |
| Q2 2021 | $2,752,000 | +6.6% | 10,242 | +3.3% | 1.53% | -4.5% |
| Q1 2021 | $2,582,000 | +14.3% | 9,919 | +1.0% | 1.60% | +6.2% |
| Q4 2020 | $2,258,000 | +25.0% | 9,825 | +0.8% | 1.50% | +2.5% |
| Q3 2020 | $1,806,000 | +0.4% | 9,744 | -3.7% | 1.47% | +1.1% |
| Q2 2020 | $1,799,000 | +21.1% | 10,116 | -2.0% | 1.45% | -4.7% |
| Q1 2020 | $1,486,000 | -33.8% | 10,327 | -5.3% | 1.52% | -15.8% |
| Q4 2019 | $2,245,000 | – | 10,908 | – | 1.81% | – |
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% |