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 | $7,448,582 | -5.2% | 29,872 | -0.6% | 0.29% | -3.0% |
| Q2 2023 | $7,858,258 | +2.4% | 30,053 | -2.1% | 0.30% | -3.6% |
| Q1 2023 | $7,675,658 | +2.0% | 30,683 | -1.4% | 0.31% | -1.6% |
| Q4 2022 | $7,527,857 | +10.0% | 31,121 | -0.3% | 0.31% | -0.9% |
| Q3 2022 | $6,844,000 | -4.9% | 31,218 | -1.9% | 0.32% | +0.3% |
| Q2 2022 | $7,196,000 | -15.2% | 31,809 | +0.6% | 0.32% | -3.7% |
| Q1 2022 | $8,484,000 | -6.2% | 31,618 | -1.0% | 0.33% | -1.5% |
| Q4 2021 | $9,045,000 | +8.1% | 31,953 | +0.4% | 0.33% | +0.3% |
| Q3 2021 | $8,369,000 | -0.3% | 31,813 | +1.8% | 0.33% | -0.3% |
| Q2 2021 | $8,398,000 | +97.6% | 31,249 | +5.8% | 0.33% | +25.8% |
| Q1 2021 | $4,250,000 | -40.6% | 29,543 | -5.1% | 0.26% | -5.4% |
| Q4 2020 | $7,158,000 | +27.8% | 31,145 | +3.1% | 0.28% | +15.8% |
| Q3 2020 | $5,600,000 | +3.8% | 30,217 | -0.4% | 0.24% | -1.2% |
| Q2 2020 | $5,396,000 | +21.2% | 30,343 | -2.0% | 0.24% | +3.0% |
| Q1 2020 | $4,453,000 | -41.5% | 30,955 | -16.3% | 0.24% | -37.5% |
| Q4 2019 | $7,607,000 | +5.1% | 36,962 | -1.3% | 0.38% | -2.6% |
| Q3 2019 | $7,240,000 | +4.2% | 37,466 | +4.8% | 0.39% | +2.1% |
| Q2 2019 | $6,945,000 | -8.4% | 35,753 | -10.7% | 0.38% | -12.8% |
| Q1 2019 | $7,582,000 | -10.8% | 40,030 | -21.8% | 0.44% | -21.1% |
| Q4 2018 | $8,500,000 | +7.9% | 51,191 | +30.8% | 0.55% | +26.8% |
| Q3 2018 | $7,879,000 | +5.9% | 39,140 | +2.4% | 0.44% | +0.5% |
| Q2 2018 | $7,442,000 | +2.0% | 38,209 | -1.8% | 0.44% | +4.8% |
| Q1 2018 | $7,297,000 | +4.7% | 38,903 | +5.9% | 0.42% | +10.4% |
| Q4 2017 | $6,969,000 | +4.4% | 36,724 | -1.6% | 0.38% | +2.2% |
| Q3 2017 | $6,678,000 | +4.1% | 37,327 | +1.3% | 0.37% | +1.1% |
| Q2 2017 | $6,412,000 | +3.3% | 36,862 | +1.6% | 0.36% | -1.6% |
| Q1 2017 | $6,210,000 | +37.9% | 36,268 | +33.1% | 0.37% | +31.7% |
| Q4 2016 | $4,504,000 | +421.3% | 27,243 | +387.7% | 0.28% | +410.9% |
| Q3 2016 | $864,000 | +8.3% | 5,586 | +4.5% | 0.06% | +7.8% |
| Q2 2016 | $798,000 | +14.7% | 5,343 | +10.6% | 0.05% | +10.9% |
| Q1 2016 | $696,000 | +2.4% | 4,829 | -1.1% | 0.05% | +2.2% |
| Q4 2015 | $680,000 | +109.2% | 4,881 | +105.0% | 0.04% | +95.7% |
| Q3 2015 | $325,000 | -16.0% | 2,381 | -7.7% | 0.02% | -8.0% |
| Q2 2015 | $387,000 | -1.3% | 2,581 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $392,000 | -3.2% | 2,581 | -7.7% | 0.02% | -3.8% |
| Q4 2014 | $405,000 | +51.7% | 2,796 | +43.3% | 0.03% | +44.4% |
| Q3 2014 | $267,000 | -4.3% | 1,951 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $279,000 | -24.8% | 1,951 | -27.7% | 0.02% | -30.8% |
| Q1 2014 | $371,000 | +24.9% | 2,699 | +21.7% | 0.03% | +23.8% |
| Q4 2013 | $297,000 | – | 2,218 | – | 0.02% | – |
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% |