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 | $5,384,187 | -15.6% | 21,495 | -11.9% | 0.60% | -13.4% |
| Q2 2023 | $6,377,519 | +19.7% | 24,390 | +14.5% | 0.70% | +13.7% |
| Q1 2023 | $5,329,429 | +2.2% | 21,304 | -1.2% | 0.61% | -10.8% |
| Q4 2022 | $5,214,927 | +19.1% | 21,559 | +7.9% | 0.68% | +8.2% |
| Q3 2022 | $4,380,000 | -5.4% | 19,978 | -2.4% | 0.63% | -0.3% |
| Q2 2022 | $4,630,000 | +58.9% | 20,466 | +98.8% | 0.64% | +100.3% |
| Q4 2021 | $2,914,000 | +9.8% | 10,293 | +2.0% | 0.32% | -12.9% |
| Q3 2021 | $2,655,000 | -66.3% | 10,092 | -75.1% | 0.36% | -82.8% |
| Q2 2019 | $7,882,000 | +183.0% | 40,576 | +193.2% | 2.12% | +120.3% |
| Q3 2018 | $2,785,000 | -23.2% | 13,837 | -27.6% | 0.96% | -30.0% |
| Q4 2017 | $3,626,000 | -14.8% | 19,111 | -19.6% | 1.37% | -16.8% |
| Q3 2017 | $4,254,000 | +17.8% | 23,779 | +14.5% | 1.65% | +17.1% |
| Q2 2017 | $3,611,000 | +15.3% | 20,759 | +13.5% | 1.41% | +10.0% |
| Q1 2017 | $3,132,000 | +31.8% | 18,297 | +27.3% | 1.28% | +4.1% |
| Q4 2016 | $2,376,000 | +21.6% | 14,372 | +13.8% | 1.23% | -1.9% |
| Q3 2016 | $1,954,000 | +4.3% | 12,631 | +0.7% | 1.26% | -11.2% |
| Q2 2016 | $1,873,000 | +17.4% | 12,543 | +13.3% | 1.42% | -1.3% |
| Q1 2016 | $1,596,000 | – | 11,074 | – | 1.43% | – |
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% |