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 | $1,335 | +11.4% | 5,353 | +16.8% | 0.13% | -16.6% |
| Q2 2023 | $1,198 | +4.7% | 4,582 | +0.1% | 0.16% | -7.1% |
| Q1 2023 | $1,144 | +4.4% | 4,576 | +0.9% | 0.17% | -5.6% |
| Q4 2022 | $1,096 | -99.9% | 4,533 | +1.3% | 0.18% | -4.3% |
| Q3 2022 | $981,000 | -5.2% | 4,477 | -2.1% | 0.19% | -2.1% |
| Q2 2022 | $1,035,000 | -15.7% | 4,575 | -0.0% | 0.19% | -5.0% |
| Q1 2022 | $1,228,000 | -5.2% | 4,576 | +0.0% | 0.20% | -25.8% |
| Q4 2021 | $1,295,000 | +15.1% | 4,575 | +6.9% | 0.27% | -1.1% |
| Q3 2021 | $1,125,000 | -1.7% | 4,278 | +0.4% | 0.27% | -4.5% |
| Q2 2021 | $1,145,000 | +9.2% | 4,262 | +5.7% | 0.29% | -1.7% |
| Q1 2021 | $1,049,000 | +20.7% | 4,033 | +6.7% | 0.29% | +8.6% |
| Q4 2020 | $869,000 | +24.1% | 3,781 | +0.1% | 0.27% | +2.3% |
| Q3 2020 | $700,000 | +8.0% | 3,777 | +3.7% | 0.26% | -2.6% |
| Q2 2020 | $648,000 | +45.3% | 3,641 | +17.3% | 0.27% | +69.8% |
| Q1 2020 | $446,000 | -32.2% | 3,103 | -3.0% | 0.16% | -27.4% |
| Q4 2019 | $658,000 | +21.6% | 3,198 | +14.3% | 0.22% | +6.8% |
| Q3 2019 | $541,000 | +13.9% | 2,797 | +11.5% | 0.20% | +4.6% |
| Q1 2019 | $475,000 | – | 2,508 | – | 0.20% | – |
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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% |