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 | $35,957,497 | +83.3% | 144,205 | +92.3% | 0.03% | +107.7% |
| Q2 2023 | $19,612,397 | +5.5% | 75,005 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $18,591,039 | -2.4% | 74,317 | -5.6% | 0.01% | -13.3% |
| Q4 2022 | $19,044,165 | -94.5% | 78,731 | -95.0% | 0.02% | -93.9% |
| Q3 2022 | $345,772,000 | +1752.5% | 1,576,999 | +1811.4% | 0.25% | +1664.3% |
| Q2 2022 | $18,665,000 | -13.8% | 82,504 | +2.3% | 0.01% | +7.7% |
| Q1 2022 | $21,645,000 | -19.4% | 80,663 | -15.0% | 0.01% | -7.1% |
| Q4 2021 | $26,856,000 | -10.4% | 94,869 | -16.8% | 0.01% | -22.2% |
| Q3 2021 | $29,979,000 | -20.2% | 113,957 | -18.5% | 0.02% | -21.7% |
| Q2 2021 | $37,586,000 | -6.1% | 139,864 | -9.1% | 0.02% | -11.5% |
| Q1 2021 | $40,045,000 | +6.7% | 153,854 | -5.8% | 0.03% | +18.2% |
| Q4 2020 | $37,520,000 | +36.2% | 163,250 | +9.8% | 0.02% | +22.2% |
| Q3 2020 | $27,546,000 | +3.1% | 148,649 | -1.1% | 0.02% | -14.3% |
| Q2 2020 | $26,715,000 | +35.3% | 150,236 | +9.5% | 0.02% | +16.7% |
| Q1 2020 | $19,744,000 | -49.5% | 137,242 | -27.8% | 0.02% | -35.7% |
| Q4 2019 | $39,132,000 | -45.6% | 190,127 | -49.0% | 0.03% | -50.9% |
| Q3 2019 | $71,973,000 | +170.5% | 372,472 | +172.0% | 0.06% | +171.4% |
| Q2 2019 | $26,603,000 | -68.8% | 136,945 | -69.6% | 0.02% | -74.4% |
| Q1 2019 | $85,339,000 | +13.5% | 450,574 | -0.5% | 0.08% | +7.9% |
| Q4 2018 | $75,216,000 | -38.2% | 452,947 | -25.1% | 0.08% | -30.3% |
| Q3 2018 | $121,782,000 | +292.9% | 605,010 | +280.2% | 0.11% | +289.3% |
| Q2 2018 | $30,999,000 | +7.0% | 159,147 | +6.4% | 0.03% | +16.7% |
| Q1 2018 | $28,981,000 | +16.3% | 149,543 | +13.9% | 0.02% | +20.0% |
| Q4 2017 | $24,914,000 | +11.1% | 131,279 | +4.7% | 0.02% | +11.1% |
| Q3 2017 | $22,430,000 | -9.0% | 125,376 | -11.5% | 0.02% | -18.2% |
| Q2 2017 | $24,656,000 | +0.3% | 141,739 | -1.3% | 0.02% | 0.0% |
| Q1 2017 | $24,588,000 | +52.0% | 143,601 | +46.8% | 0.02% | +46.7% |
| Q4 2016 | $16,172,000 | +33.2% | 97,810 | +24.7% | 0.02% | +36.4% |
| Q3 2016 | $12,139,000 | +18.4% | 78,464 | +14.3% | 0.01% | +10.0% |
| Q2 2016 | $10,256,000 | +11.8% | 68,648 | +7.9% | 0.01% | 0.0% |
| Q1 2016 | $9,176,000 | -89.2% | 63,632 | -89.6% | 0.01% | -88.2% |
| Q4 2015 | $85,003,000 | +3.9% | 609,863 | +1.8% | 0.08% | +10.4% |
| Q3 2015 | $81,830,000 | -50.4% | 599,003 | -45.5% | 0.08% | -47.3% |
| Q2 2015 | $164,896,000 | +81.0% | 1,099,452 | +83.4% | 0.15% | +65.9% |
| Q1 2015 | $91,126,000 | +5.5% | 599,597 | +0.5% | 0.09% | +14.3% |
| Q4 2014 | $86,416,000 | +4.5% | 596,794 | -1.4% | 0.08% | +6.9% |
| Q3 2014 | $82,724,000 | -81.6% | 604,970 | -80.8% | 0.07% | -83.3% |
| Q2 2014 | $450,374,000 | +449.8% | 3,147,707 | +428.2% | 0.43% | +414.3% |
| Q1 2014 | $81,915,000 | +3.8% | 595,922 | +1.0% | 0.08% | +18.3% |
| Q4 2013 | $78,940,000 | +1538.8% | 589,807 | +1419.9% | 0.07% | +1320.0% |
| Q3 2013 | $4,817,000 | -62.7% | 38,805 | -65.3% | 0.01% | -61.5% |
| Q2 2013 | $12,905,000 | – | 111,730 | – | 0.01% | – |
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% |