ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,299,259 | -4.6% | 5,211 | 0.0% | 0.30% | -1.0% |
| Q2 2023 | $1,362,463 | +4.5% | 5,211 | +0.0% | 0.30% | -1.6% |
| Q1 2023 | $1,303,394 | +0.2% | 5,210 | -3.1% | 0.31% | -1.3% |
| Q4 2022 | $1,300,885 | +10.3% | 5,378 | +0.0% | 0.31% | +2.6% |
| Q3 2022 | $1,179,000 | -11.5% | 5,377 | -8.7% | 0.31% | -4.1% |
| Q2 2022 | $1,332,000 | -15.7% | 5,890 | +0.0% | 0.32% | +1.6% |
| Q1 2022 | $1,580,000 | -6.4% | 5,889 | -1.2% | 0.31% | +7.9% |
| Q4 2021 | $1,688,000 | +7.7% | 5,963 | +0.1% | 0.29% | -2.0% |
| Q3 2021 | $1,567,000 | -2.1% | 5,956 | 0.0% | 0.30% | +0.7% |
| Q2 2021 | $1,601,000 | +3.4% | 5,956 | +0.1% | 0.30% | 0.0% |
| Q1 2021 | $1,549,000 | +13.3% | 5,950 | 0.0% | 0.30% | +11.7% |
| Q4 2020 | $1,367,000 | +26.6% | 5,950 | +2.1% | 0.26% | +11.9% |
| Q3 2020 | $1,080,000 | +7.4% | 5,830 | +3.1% | 0.24% | -1.3% |
| Q2 2020 | $1,006,000 | +30.8% | 5,656 | +5.9% | 0.24% | +16.6% |
| Q1 2020 | $769,000 | -32.0% | 5,343 | -2.7% | 0.20% | -13.5% |
| Q4 2019 | $1,131,000 | -6.0% | 5,493 | -11.8% | 0.24% | -15.4% |
| Q3 2019 | $1,203,000 | +0.9% | 6,226 | +1.4% | 0.28% | +4.5% |
| Q2 2019 | $1,192,000 | +2.7% | 6,138 | +0.1% | 0.27% | 0.0% |
| Q1 2019 | $1,161,000 | +14.2% | 6,130 | +0.1% | 0.27% | -1.5% |
| Q4 2018 | $1,017,000 | -20.0% | 6,124 | -3.1% | 0.27% | -5.9% |
| Q3 2018 | $1,272,000 | +1.8% | 6,321 | -1.4% | 0.29% | -6.8% |
| Q2 2018 | $1,249,000 | +3.8% | 6,412 | 0.0% | 0.31% | +1.6% |
| Q1 2018 | $1,203,000 | -1.6% | 6,412 | -0.4% | 0.30% | -2.9% |
| Q4 2017 | $1,222,000 | +6.4% | 6,440 | +0.3% | 0.31% | -9.8% |
| Q3 2017 | $1,149,000 | -15.0% | 6,422 | -17.3% | 0.35% | -17.3% |
| Q2 2017 | $1,351,000 | -13.5% | 7,767 | -14.8% | 0.42% | -13.9% |
| Q1 2017 | $1,561,000 | +12.3% | 9,119 | +8.4% | 0.49% | +5.8% |
| Q4 2016 | $1,390,000 | +13.4% | 8,410 | +6.2% | 0.46% | +8.7% |
| Q3 2016 | $1,226,000 | +26.7% | 7,921 | +22.2% | 0.42% | +23.5% |
| Q2 2016 | $968,000 | +12.2% | 6,481 | +8.2% | 0.34% | +7.8% |
| Q1 2016 | $863,000 | +25.8% | 5,988 | +21.6% | 0.32% | +24.1% |
| Q4 2015 | $686,000 | +17.1% | 4,926 | +14.7% | 0.26% | +12.7% |
| Q3 2015 | $586,000 | -8.9% | 4,293 | +0.1% | 0.23% | +1.8% |
| Q2 2015 | $643,000 | -1.4% | 4,290 | +0.0% | 0.22% | +5.2% |
| Q1 2015 | $652,000 | +5.2% | 4,288 | +0.1% | 0.21% | +4.9% |
| Q4 2014 | $620,000 | +8.2% | 4,284 | +2.2% | 0.20% | +4.1% |
| Q3 2014 | $573,000 | -6.7% | 4,192 | -2.3% | 0.20% | -2.0% |
| Q2 2014 | $614,000 | +0.2% | 4,290 | -3.8% | 0.20% | -8.3% |
| Q1 2014 | $613,000 | +3.7% | 4,461 | +1.0% | 0.22% | +1.9% |
| Q4 2013 | $591,000 | +67.4% | 4,416 | +55.4% | 0.21% | +49.0% |
| Q3 2013 | $353,000 | +2.3% | 2,841 | -4.9% | 0.14% | +8.3% |
| Q2 2013 | $345,000 | – | 2,987 | – | 0.13% | – |
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% |