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 | $734,336 | -5.8% | 2,945 | -1.2% | 0.05% | -2.0% |
| Q2 2023 | $779,210 | +4.7% | 2,980 | +0.2% | 0.05% | -7.3% |
| Q1 2023 | $744,226 | +90328.4% | 2,975 | -12.6% | 0.06% | -5.2% |
| Q4 2022 | $823 | -99.9% | 3,404 | -0.4% | 0.06% | 0.0% |
| Q3 2022 | $750,000 | -9.0% | 3,419 | -6.2% | 0.06% | -1.7% |
| Q2 2022 | $824,000 | -15.8% | 3,644 | -0.1% | 0.06% | 0.0% |
| Q1 2022 | $979,000 | -5.2% | 3,649 | 0.0% | 0.06% | +1.7% |
| Q4 2021 | $1,033,000 | +5.4% | 3,649 | -2.0% | 0.06% | -1.7% |
| Q3 2021 | $980,000 | -2.8% | 3,724 | -0.7% | 0.06% | -1.7% |
| Q2 2021 | $1,008,000 | -83.3% | 3,751 | -83.8% | 0.06% | -83.9% |
| Q1 2021 | $6,022,000 | +10.8% | 23,136 | -2.1% | 0.37% | +6.6% |
| Q4 2020 | $5,433,000 | +27.3% | 23,639 | +2.6% | 0.35% | +14.4% |
| Q3 2020 | $4,269,000 | +5.3% | 23,039 | +1.0% | 0.30% | -3.8% |
| Q2 2020 | $4,055,000 | +23.9% | 22,806 | +0.2% | 0.32% | +2.9% |
| Q1 2020 | $3,274,000 | -29.6% | 22,756 | +0.8% | 0.31% | -4.3% |
| Q4 2019 | $4,648,000 | -3.1% | 22,581 | -9.0% | 0.32% | -9.6% |
| Q3 2019 | $4,796,000 | +477.8% | 24,821 | +481.2% | 0.36% | +474.2% |
| Q2 2019 | $830,000 | +1.1% | 4,271 | -1.5% | 0.06% | 0.0% |
| Q1 2019 | $821,000 | +17.3% | 4,336 | +2.8% | 0.06% | +5.1% |
| Q4 2018 | $700,000 | -19.5% | 4,216 | -2.5% | 0.06% | -6.3% |
| Q3 2018 | $870,000 | -2.5% | 4,324 | -5.6% | 0.06% | -7.4% |
| Q2 2018 | $892,000 | +3.8% | 4,579 | 0.0% | 0.07% | +1.5% |
| Q1 2018 | $859,000 | -0.3% | 4,579 | +0.8% | 0.07% | +1.5% |
| Q4 2017 | $862,000 | -7.3% | 4,541 | -12.7% | 0.07% | -10.8% |
| Q3 2017 | $930,000 | +6.8% | 5,200 | +3.8% | 0.07% | +5.7% |
| Q2 2017 | $871,000 | +10.8% | 5,009 | +9.1% | 0.07% | +7.7% |
| Q1 2017 | $786,000 | -8.5% | 4,592 | -11.6% | 0.06% | -9.7% |
| Q4 2016 | $859,000 | -3.0% | 5,197 | -9.3% | 0.07% | -4.0% |
| Q3 2016 | $886,000 | +3.5% | 5,727 | 0.0% | 0.08% | +1.4% |
| Q2 2016 | $856,000 | +2.8% | 5,727 | -0.9% | 0.07% | +4.2% |
| Q1 2016 | $833,000 | +3.5% | 5,777 | 0.0% | 0.07% | +9.2% |
| Q4 2015 | $805,000 | +2.2% | 5,777 | +0.2% | 0.06% | -1.5% |
| Q3 2015 | $788,000 | -8.9% | 5,767 | 0.0% | 0.07% | 0.0% |
| Q2 2015 | $865,000 | -3.5% | 5,767 | -2.2% | 0.07% | -62.3% |
| Q1 2015 | $896,000 | +10.6% | 5,897 | +5.4% | 0.18% | +15.9% |
| Q4 2014 | $810,000 | +5.5% | 5,597 | -0.3% | 0.15% | +0.7% |
| Q3 2014 | $768,000 | -5.3% | 5,615 | -0.9% | 0.15% | -0.7% |
| Q2 2014 | $811,000 | -1.5% | 5,665 | -5.4% | 0.15% | -5.6% |
| Q1 2014 | $823,000 | +3.0% | 5,990 | +0.3% | 0.16% | +0.6% |
| Q4 2013 | $799,000 | +6.4% | 5,970 | -1.3% | 0.16% | -4.2% |
| Q3 2013 | $751,000 | +0.8% | 6,047 | -6.3% | 0.17% | -2.4% |
| Q2 2013 | $745,000 | – | 6,452 | – | 0.17% | – |
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% |