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 | $3,375 | +1.7% | 13,536 | +6.7% | 0.14% | +6.0% |
| Q2 2023 | $3,318 | +5.9% | 12,691 | +1.3% | 0.13% | -0.7% |
| Q1 2023 | $3,133 | +3.3% | 12,522 | -0.1% | 0.13% | -2.9% |
| Q4 2022 | $3,033 | -99.9% | 12,538 | +4.6% | 0.14% | +4.5% |
| Q3 2022 | $2,629,000 | -3.1% | 11,989 | -0.0% | 0.13% | +3.9% |
| Q2 2022 | $2,713,000 | -14.8% | 11,992 | +1.1% | 0.13% | 0.0% |
| Q1 2022 | $3,184,000 | 0.0% | 11,867 | +5.5% | 0.13% | +2.4% |
| Q4 2021 | $3,184,000 | +16.8% | 11,250 | +8.5% | 0.12% | +7.8% |
| Q3 2021 | $2,727,000 | +1.6% | 10,364 | +3.8% | 0.12% | +2.7% |
| Q2 2021 | $2,684,000 | +10.2% | 9,987 | +6.7% | 0.11% | +3.7% |
| Q1 2021 | $2,436,000 | +8.9% | 9,360 | -3.8% | 0.11% | +1.9% |
| Q4 2020 | $2,236,000 | +24.9% | 9,731 | +0.7% | 0.11% | +10.4% |
| Q3 2020 | $1,790,000 | +5.0% | 9,661 | +0.8% | 0.10% | -3.0% |
| Q2 2020 | $1,704,000 | +28.9% | 9,584 | +4.3% | 0.10% | +6.5% |
| Q1 2020 | $1,322,000 | -29.9% | 9,188 | +0.3% | 0.09% | -7.0% |
| Q4 2019 | $1,886,000 | +19.9% | 9,163 | +12.6% | 0.10% | +11.1% |
| Q3 2019 | $1,573,000 | +15.8% | 8,138 | +16.4% | 0.09% | +15.4% |
| Q2 2019 | $1,358,000 | +17.4% | 6,989 | +14.4% | 0.08% | +13.0% |
| Q1 2019 | $1,157,000 | +21.2% | 6,111 | +6.3% | 0.07% | +7.8% |
| Q4 2018 | $955,000 | +25.5% | 5,748 | +52.1% | 0.06% | +45.5% |
| Q3 2018 | $761,000 | +20.6% | 3,780 | +16.7% | 0.04% | +12.8% |
| Q2 2018 | $631,000 | – | 3,240 | – | 0.04% | – |
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% |