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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,613 | -99.9% | 6,669 | -6.1% | 0.85% | -9.7% |
| Q3 2022 | $1,557,000 | -8.9% | 7,103 | -6.0% | 0.94% | -10.8% |
| Q2 2022 | $1,710,000 | +14.2% | 7,560 | +35.4% | 1.06% | +32.9% |
| Q1 2022 | $1,498,000 | -5.1% | 5,582 | +0.1% | 0.79% | +0.5% |
| Q4 2021 | $1,579,000 | +7.6% | 5,578 | +0.0% | 0.79% | +1.7% |
| Q3 2021 | $1,467,000 | -2.2% | 5,576 | -0.1% | 0.78% | -4.5% |
| Q2 2021 | $1,500,000 | -6.0% | 5,582 | -8.9% | 0.81% | -9.3% |
| Q1 2021 | $1,595,000 | +7.2% | 6,126 | -5.4% | 0.90% | +1.6% |
| Q4 2020 | $1,488,000 | +18.4% | 6,474 | -4.5% | 0.88% | +0.6% |
| Q3 2020 | $1,257,000 | +4.1% | 6,782 | -0.2% | 0.88% | -1.0% |
| Q2 2020 | $1,208,000 | +26.1% | 6,796 | +2.1% | 0.89% | +3.1% |
| Q1 2020 | $958,000 | -72.4% | 6,658 | -60.5% | 0.86% | -65.5% |
| Q4 2019 | $3,473,000 | -6.6% | 16,873 | -12.3% | 2.49% | -6.7% |
| Q3 2019 | $3,719,000 | +11.3% | 19,249 | +11.9% | 2.67% | +7.7% |
| Q2 2019 | $3,340,000 | -4.6% | 17,195 | -7.0% | 2.48% | -6.3% |
| Q1 2019 | $3,501,000 | +13.3% | 18,487 | -0.7% | 2.65% | +2.2% |
| Q4 2018 | $3,091,000 | -24.1% | 18,615 | -8.0% | 2.59% | -29.5% |
| Q3 2018 | $4,074,000 | +1.9% | 20,240 | -1.4% | 3.68% | +0.7% |
| Q2 2018 | $3,998,000 | +9.2% | 20,526 | +5.1% | 3.65% | +5.3% |
| Q1 2018 | $3,662,000 | -0.1% | 19,524 | +1.1% | 3.47% | -1.1% |
| Q4 2017 | $3,664,000 | – | 19,307 | – | 3.51% | – |
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% |