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 | $298,721 | +95338.0% | 1,198 | 0.0% | 0.00% | – |
Q2 2023 | $313 | +4.3% | 1,198 | 0.0% | 0.00% | – |
Q1 2023 | $300 | +3.4% | 1,198 | 0.0% | 0.00% | – |
Q4 2022 | $290 | -99.9% | 1,198 | 0.0% | 0.00% | – |
Q3 2022 | $261,000 | -4.0% | 1,198 | 0.0% | 0.00% | -100.0% |
Q2 2022 | $272,000 | -15.5% | 1,198 | 0.0% | 0.00% | – |
Q1 2022 | $322,000 | -5.0% | 1,198 | 0.0% | 0.00% | – |
Q4 2021 | $339,000 | +7.6% | 1,198 | 0.0% | 0.00% | – |
Q3 2021 | $315,000 | -2.2% | 1,198 | 0.0% | 0.00% | – |
Q2 2021 | $322,000 | +3.2% | 1,198 | 0.0% | 0.00% | -100.0% |
Q1 2021 | $312,000 | +13.5% | 1,198 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $275,000 | +23.3% | 1,198 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $223,000 | +4.2% | 1,198 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $214,000 | +23.0% | 1,198 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $174,000 | -29.3% | 1,198 | 0.0% | 0.00% | – |
Q4 2019 | $246,000 | +6.5% | 1,198 | 0.0% | 0.00% | – |
Q3 2019 | $231,000 | +1.3% | 1,198 | -0.2% | 0.00% | – |
Q1 2019 | $228,000 | +14.6% | 1,201 | +0.3% | 0.00% | – |
Q4 2018 | $199,000 | -17.4% | 1,198 | 0.0% | 0.00% | – |
Q3 2018 | $241,000 | +3.4% | 1,198 | 0.0% | 0.00% | – |
Q2 2018 | $233,000 | -37.9% | 1,198 | -40.0% | 0.00% | -100.0% |
Q1 2018 | $375,000 | -1.1% | 1,998 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $379,000 | -12.9% | 1,998 | -17.7% | 0.00% | 0.0% |
Q3 2017 | $435,000 | +2.8% | 2,428 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $423,000 | -8.6% | 2,428 | -10.0% | 0.00% | 0.0% |
Q1 2017 | $463,000 | +15.2% | 2,698 | +11.1% | 0.00% | 0.0% |
Q4 2016 | $402,000 | +6.9% | 2,428 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $376,000 | +3.0% | 2,428 | 0.0% | 0.00% | -50.0% |
Q2 2016 | $365,000 | +4.6% | 2,428 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $349,000 | +2.6% | 2,428 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $340,000 | +2.1% | 2,428 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $333,000 | -8.5% | 2,428 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $364,000 | -1.4% | 2,428 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $369,000 | -17.4% | 2,428 | -21.5% | 0.00% | 0.0% |
Q4 2014 | $447,000 | – | 3,093 | 0.0% | 0.00% | – |
Q3 2014 | $0 | -100.0% | 3,093 | 0.0% | 0.00% | -100.0% |
Q2 2014 | $442,000 | +0.2% | 3,093 | 0.0% | 0.00% | -50.0% |
Q1 2014 | $441,000 | +6.5% | 3,093 | 0.0% | 0.00% | +100.0% |
Q4 2013 | $414,000 | +8.1% | 3,093 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $383,000 | +7.0% | 3,093 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $358,000 | +0.6% | 3,093 | 0.0% | 0.00% | 0.0% |
Q1 2013 | $356,000 | – | 3,093 | – | 0.00% | – |
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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% |