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 2022 | $5,944,000 | -66.6% | 26,900 | -58.8% | 0.01% | -54.5% |
| Q1 2022 | $17,793,000 | +165.5% | 65,344 | +175.7% | 0.02% | +214.3% |
| Q4 2021 | $6,702,000 | -6.8% | 23,700 | -24.3% | 0.01% | -36.4% |
| Q4 2020 | $7,194,000 | -7.8% | 31,324 | -41.6% | 0.01% | -52.2% |
| Q1 2020 | $7,804,000 | -16.6% | 53,674 | +18.0% | 0.02% | +4.5% |
| Q4 2019 | $9,355,000 | -46.5% | 45,500 | -57.3% | 0.02% | -55.1% |
| Q4 2018 | $17,489,000 | +70.5% | 106,434 | +85.6% | 0.05% | +22.5% |
| Q3 2017 | $10,256,000 | -9.4% | 57,332 | -13.3% | 0.04% | -36.5% |
| Q1 2017 | $11,319,000 | +51.0% | 66,135 | +45.9% | 0.06% | +70.3% |
| Q4 2016 | $7,495,000 | +68.0% | 45,331 | +55.9% | 0.04% | +85.0% |
| Q3 2016 | $4,462,000 | -13.9% | 29,071 | -17.9% | 0.02% | -31.0% |
| Q2 2016 | $5,184,000 | – | 35,400 | – | 0.03% | – |
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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% |