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 | $3,921,512 | -3.5% | 15,727 | +1.2% | 0.54% | +0.6% |
| Q2 2023 | $4,062,076 | +8.2% | 15,535 | +3.5% | 0.54% | -0.2% |
| Q1 2023 | $3,755,387 | +11.7% | 15,012 | +8.0% | 0.54% | +8.4% |
| Q4 2022 | $3,362,982 | +4.2% | 13,903 | -5.5% | 0.50% | +1.4% |
| Q3 2022 | $3,227,000 | -41.9% | 14,718 | -40.0% | 0.49% | -30.9% |
| Q2 2022 | $5,552,000 | -17.7% | 24,540 | -2.4% | 0.71% | -1.2% |
| Q1 2022 | $6,748,000 | -5.2% | 25,148 | +0.0% | 0.72% | +3.9% |
| Q4 2021 | $7,118,000 | +7.7% | 25,145 | +0.0% | 0.69% | -2.1% |
| Q3 2021 | $6,612,000 | -1.8% | 25,136 | +0.3% | 0.71% | -3.0% |
| Q2 2021 | $6,735,000 | -55.7% | 25,064 | -56.1% | 0.73% | -11.5% |
| Q1 2021 | $15,203,000 | +138.0% | 57,149 | +105.6% | 0.82% | +9.1% |
| Q4 2020 | $6,388,000 | +26.7% | 27,797 | +2.2% | 0.76% | +13.2% |
| Q3 2020 | $5,040,000 | +2.1% | 27,196 | -2.0% | 0.67% | -6.0% |
| Q2 2020 | $4,934,000 | +24.2% | 27,746 | +0.4% | 0.71% | +2.3% |
| Q1 2020 | $3,974,000 | -29.9% | 27,626 | +0.3% | 0.70% | -13.8% |
| Q4 2019 | $5,666,000 | +5.2% | 27,530 | -1.2% | 0.81% | -2.9% |
| Q3 2019 | $5,384,000 | +0.4% | 27,862 | +1.0% | 0.83% | -0.1% |
| Q2 2019 | $5,360,000 | -0.7% | 27,591 | -3.2% | 0.83% | -4.0% |
| Q1 2019 | $5,398,000 | +19.8% | 28,501 | +5.1% | 0.87% | +4.5% |
| Q4 2018 | $4,505,000 | -26.5% | 27,129 | -10.9% | 0.83% | -13.3% |
| Q3 2018 | $6,130,000 | +8.1% | 30,453 | +4.6% | 0.96% | -1.5% |
| Q2 2018 | $5,671,000 | +2.9% | 29,115 | -0.9% | 0.97% | -1.6% |
| Q1 2018 | $5,512,000 | -9.4% | 29,385 | -8.3% | 0.99% | -3.3% |
| Q4 2017 | $6,081,000 | +5.5% | 32,043 | -0.5% | 1.02% | -1.9% |
| Q3 2017 | $5,762,000 | +54.3% | 32,210 | +50.0% | 1.04% | +30.8% |
| Q2 2017 | $3,735,000 | +8.8% | 21,473 | +7.1% | 0.80% | +5.7% |
| Q1 2017 | $3,433,000 | +26.3% | 20,051 | +22.0% | 0.75% | +22.8% |
| Q4 2016 | $2,718,000 | +83.0% | 16,440 | +71.3% | 0.61% | +84.1% |
| Q3 2016 | $1,485,000 | +23.3% | 9,598 | +19.1% | 0.33% | +20.2% |
| Q2 2016 | $1,204,000 | +75.8% | 8,058 | +69.7% | 0.28% | +74.2% |
| Q1 2016 | $685,000 | -5.1% | 4,748 | -8.4% | 0.16% | -1.2% |
| Q4 2015 | $722,000 | -1.9% | 5,183 | -3.9% | 0.16% | -8.0% |
| Q3 2015 | $736,000 | +1.9% | 5,391 | +11.9% | 0.18% | +12.2% |
| Q2 2015 | $722,000 | +24.5% | 4,816 | +26.2% | 0.16% | +22.8% |
| Q1 2015 | $580,000 | +37.8% | 3,816 | +31.3% | 0.13% | +35.1% |
| Q4 2014 | $421,000 | +30.7% | 2,906 | +23.3% | 0.09% | +23.7% |
| Q3 2014 | $322,000 | -4.5% | 2,356 | 0.0% | 0.08% | -1.3% |
| Q2 2014 | $337,000 | -55.9% | 2,356 | -57.6% | 0.08% | -56.7% |
| Q1 2014 | $764,000 | -37.3% | 5,561 | -43.4% | 0.18% | -44.5% |
| Q3 2013 | $1,219,000 | -42.6% | 9,821 | -46.6% | 0.32% | -48.6% |
| Q2 2013 | $2,125,000 | – | 18,401 | – | 0.62% | – |
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% |