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 | $411,428 | -4.6% | 1,650 | 0.0% | 0.09% | +1.1% |
| Q2 2023 | $431,442 | +4.5% | 1,650 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $412,764 | +3.4% | 1,650 | 0.0% | 0.09% | +2.3% |
| Q4 2022 | $399,119 | +10.3% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $362,000 | -2.9% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $373,000 | -15.8% | 1,650 | 0.0% | 0.09% | +1.1% |
| Q1 2022 | $443,000 | -5.1% | 1,650 | 0.0% | 0.09% | +1.2% |
| Q4 2021 | $467,000 | +7.6% | 1,650 | 0.0% | 0.09% | -2.3% |
| Q3 2021 | $434,000 | -2.0% | 1,650 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $443,000 | +3.3% | 1,650 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $429,000 | +13.2% | 1,650 | 0.0% | 0.09% | +7.2% |
| Q4 2020 | $379,000 | +23.9% | 1,650 | 0.0% | 0.08% | +5.1% |
| Q3 2020 | $306,000 | +6.6% | 1,650 | 0.0% | 0.08% | +19.7% |
| Q2 2017 | $287,000 | +1.4% | 1,650 | 0.0% | 0.07% | +17.9% |
| Q1 2017 | $283,000 | +3.7% | 1,650 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $273,000 | +7.1% | 1,650 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $255,000 | +3.7% | 1,650 | 0.0% | 0.06% | -1.8% |
| Q2 2016 | $246,000 | +3.4% | 1,650 | 0.0% | 0.06% | +7.5% |
| Q1 2016 | $238,000 | +3.5% | 1,650 | 0.0% | 0.05% | +1.9% |
| Q4 2015 | $230,000 | +2.2% | 1,650 | 0.0% | 0.05% | +4.0% |
| Q3 2015 | $225,000 | -8.9% | 1,650 | 0.0% | 0.05% | +6.4% |
| Q2 2015 | $247,000 | -1.6% | 1,650 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $251,000 | +5.0% | 1,650 | 0.0% | 0.05% | +11.9% |
| Q4 2014 | $239,000 | +5.8% | 1,650 | 0.0% | 0.04% | +13.5% |
| Q3 2014 | $226,000 | -4.2% | 1,650 | 0.0% | 0.04% | +5.7% |
| Q2 2014 | $236,000 | +4.0% | 1,650 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $227,000 | +2.7% | 1,650 | 0.0% | 0.04% | -2.8% |
| Q4 2013 | $221,000 | +7.8% | 1,650 | 0.0% | 0.04% | -10.0% |
| Q3 2013 | $205,000 | – | 1,650 | – | 0.04% | – |
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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% |