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 | $15,482,142 | -5.6% | 62,090 | -1.1% | 10.86% | -0.5% |
| Q2 2023 | $16,408,393 | +3.5% | 62,752 | -1.0% | 10.92% | -1.8% |
| Q1 2023 | $15,849,887 | +2.9% | 63,359 | -0.5% | 11.12% | -1.5% |
| Q4 2022 | $15,407,909 | +9.8% | 63,698 | -0.4% | 11.28% | +0.4% |
| Q3 2022 | $14,027,378 | -2.9% | 63,976 | +0.1% | 11.24% | +1.2% |
| Q2 2022 | $14,453,000 | -16.5% | 63,888 | -1.0% | 11.10% | -2.4% |
| Q1 2022 | $17,311,000 | -8.8% | 64,510 | -3.7% | 11.38% | -0.2% |
| Q4 2021 | $18,972,000 | +8.7% | 67,021 | +1.1% | 11.40% | +1.1% |
| Q3 2021 | $17,448,000 | -3.9% | 66,324 | -1.8% | 11.29% | -1.4% |
| Q2 2021 | $18,153,000 | +1.3% | 67,549 | -1.8% | 11.45% | -10.0% |
| Q1 2021 | $17,913,000 | +12.3% | 68,822 | -0.9% | 12.72% | +10.4% |
| Q4 2020 | $15,956,000 | +35.3% | 69,426 | +4.7% | 11.52% | +15.3% |
| Q2 2020 | $11,789,000 | +33.8% | 66,294 | +45.3% | 9.99% | -1.8% |
| Q3 2019 | $8,814,000 | -8.2% | 45,611 | -7.7% | 10.18% | -8.2% |
| Q2 2019 | $9,605,000 | -4.2% | 49,441 | -6.6% | 11.08% | -7.0% |
| Q1 2019 | $10,021,000 | +1.1% | 52,910 | +1.0% | 11.92% | -1.7% |
| Q4 2018 | $9,914,000 | -9.6% | 52,400 | -3.8% | 12.12% | -6.4% |
| Q3 2018 | $10,964,000 | +0.1% | 54,471 | -0.2% | 12.95% | -5.0% |
| Q2 2018 | $10,956,000 | -0.2% | 54,606 | -5.6% | 13.63% | -1.7% |
| Q4 2017 | $10,978,000 | +8.5% | 57,846 | -0.6% | 13.86% | +3.2% |
| Q2 2017 | $10,118,000 | +1.1% | 58,167 | -0.4% | 13.44% | -0.2% |
| Q1 2017 | $10,003,000 | -2.3% | 58,421 | -4.1% | 13.46% | -6.3% |
| Q4 2016 | $10,241,000 | +4.3% | 60,899 | -4.0% | 14.37% | +4.0% |
| Q3 2016 | $9,816,000 | +4.7% | 63,451 | +1.2% | 13.82% | +7.6% |
| Q2 2016 | $9,371,000 | +8.4% | 62,726 | +4.6% | 12.85% | +7.8% |
| Q1 2016 | $8,643,000 | +7.6% | 59,947 | +3.9% | 11.91% | +8.0% |
| Q4 2015 | $8,036,000 | +45.5% | 57,676 | +42.7% | 11.03% | +34.2% |
| Q3 2015 | $5,522,000 | -4.2% | 40,417 | +5.2% | 8.22% | +0.3% |
| Q2 2015 | $5,762,000 | +4.5% | 38,423 | +5.9% | 8.19% | +6.5% |
| Q1 2015 | $5,512,000 | +50.3% | 36,268 | +43.2% | 7.69% | +45.6% |
| Q4 2014 | $3,668,000 | +24.8% | 25,327 | +17.8% | 5.28% | +21.0% |
| Q3 2014 | $2,939,000 | +22.1% | 21,493 | +27.7% | 4.37% | +25.4% |
| Q2 2014 | $2,407,000 | +4.9% | 16,825 | +0.8% | 3.48% | -7.5% |
| Q1 2014 | $2,294,000 | +0.1% | 16,685 | -2.6% | 3.76% | +2.0% |
| Q4 2013 | $2,292,000 | +12.1% | 17,130 | +4.0% | 3.69% | +5.5% |
| Q3 2013 | $2,044,000 | +7.2% | 16,465 | -0.3% | 3.50% | +9.5% |
| Q2 2013 | $1,907,000 | – | 16,515 | – | 3.20% | – |
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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% |