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 | $1,774,532,766 | +0.1% | 7,116,633 | +4.9% | 0.18% | +2.9% |
| Q2 2023 | $1,773,571,673 | +4.2% | 6,782,818 | -0.4% | 0.18% | -4.4% |
| Q1 2023 | $1,702,764,479 | +6.2% | 6,806,700 | +2.7% | 0.18% | +0.5% |
| Q4 2022 | $1,603,281,235 | +13.0% | 6,628,140 | +2.4% | 0.18% | -5.7% |
| Q3 2022 | $1,419,214,000 | -2.9% | 6,472,742 | +0.2% | 0.19% | +1.6% |
| Q2 2022 | $1,461,740,000 | -14.9% | 6,461,296 | +1.0% | 0.19% | -18.1% |
| Q1 2022 | $1,717,400,000 | -5.7% | 6,400,090 | -0.5% | 0.23% | +3.1% |
| Q4 2021 | $1,820,935,000 | +10.2% | 6,432,578 | +2.4% | 0.22% | +1.4% |
| Q3 2021 | $1,651,983,000 | -1.7% | 6,279,635 | +0.4% | 0.22% | 0.0% |
| Q2 2021 | $1,681,121,000 | +0.9% | 6,255,800 | -2.3% | 0.22% | -9.4% |
| Q1 2021 | $1,666,812,000 | +16.0% | 6,403,920 | +2.5% | 0.24% | +10.4% |
| Q4 2020 | $1,436,580,000 | +25.0% | 6,250,619 | +0.8% | 0.22% | 0.0% |
| Q3 2020 | $1,148,869,000 | +5.8% | 6,199,717 | +1.5% | 0.22% | -7.5% |
| Q2 2020 | $1,086,038,000 | +23.6% | 6,107,513 | -0.0% | 0.24% | +0.4% |
| Q1 2020 | $878,636,000 | -25.0% | 6,107,578 | +7.2% | 0.24% | -12.5% |
| Q4 2019 | $1,172,272,000 | +7.3% | 5,695,619 | +0.7% | 0.27% | -5.5% |
| Q3 2019 | $1,092,575,000 | -4.8% | 5,654,270 | -4.3% | 0.29% | -5.2% |
| Q2 2019 | $1,147,822,000 | +1.4% | 5,908,690 | -1.2% | 0.30% | -4.7% |
| Q1 2019 | $1,132,237,000 | +12.6% | 5,978,019 | -1.3% | 0.32% | +6.3% |
| Q4 2018 | $1,005,444,000 | -13.5% | 6,054,700 | +4.9% | 0.30% | +3.4% |
| Q3 2018 | $1,161,867,000 | +4.3% | 5,772,102 | +0.9% | 0.29% | -3.3% |
| Q2 2018 | $1,113,853,000 | +7.4% | 5,718,519 | +3.4% | 0.30% | +4.5% |
| Q1 2018 | $1,036,976,000 | -1.1% | 5,528,477 | +0.1% | 0.29% | +0.3% |
| Q4 2017 | $1,048,372,000 | +8.9% | 5,524,145 | +2.6% | 0.29% | -0.3% |
| Q3 2017 | $962,938,000 | +5.2% | 5,382,548 | +2.3% | 0.29% | +4.3% |
| Q2 2017 | $915,161,000 | -59.5% | 5,261,049 | -60.2% | 0.28% | -20.5% |
| Q1 2017 | $2,262,424,000 | +44.2% | 13,213,542 | +39.3% | 0.35% | +35.0% |
| Q4 2016 | $1,568,808,000 | +133.5% | 9,488,370 | +118.5% | 0.26% | +12.2% |
| Q3 2016 | $671,871,000 | +7.6% | 4,342,777 | +3.9% | 0.23% | +1.3% |
| Q2 2016 | $624,369,000 | +18.5% | 4,179,461 | +14.4% | 0.23% | +11.3% |
| Q1 2016 | $526,871,000 | -15.1% | 3,654,011 | -17.9% | 0.20% | -9.8% |
| Q4 2015 | $620,339,000 | +5.0% | 4,452,612 | +3.0% | 0.22% | +3.2% |
| Q3 2015 | $590,687,000 | -8.6% | 4,323,890 | +0.3% | 0.22% | -2.7% |
| Q2 2015 | $646,331,000 | +0.7% | 4,309,446 | +2.1% | 0.22% | -5.1% |
| Q1 2015 | $641,582,000 | +19.3% | 4,221,491 | +13.7% | 0.24% | +19.8% |
| Q4 2014 | $537,789,000 | +6.5% | 3,714,000 | +0.5% | 0.20% | +1.5% |
| Q3 2014 | $505,152,000 | -4.0% | 3,694,250 | +0.5% | 0.19% | -5.8% |
| Q2 2014 | $526,194,000 | +5.7% | 3,677,616 | +1.5% | 0.21% | -1.4% |
| Q1 2014 | $497,971,000 | +6.8% | 3,622,398 | +3.9% | 0.21% | +5.6% |
| Q4 2013 | $466,391,000 | +14.4% | 3,485,470 | +6.2% | 0.20% | +2.6% |
| Q3 2013 | $407,529,000 | +13.0% | 3,282,817 | +5.1% | 0.19% | +6.0% |
| Q2 2013 | $360,719,000 | – | 3,123,114 | – | 0.18% | – |
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% |