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 | $2,163 | -3.4% | 8,674 | +1.2% | 0.11% | +0.9% |
| Q2 2023 | $2,240 | +6.1% | 8,568 | +1.5% | 0.11% | +0.9% |
| Q1 2023 | $2,111 | +14.3% | 8,439 | +10.5% | 0.11% | +3.9% |
| Q4 2022 | $1,847 | -99.9% | 7,635 | -1.6% | 0.10% | +6.2% |
| Q3 2022 | $1,702,000 | -11.8% | 7,763 | -9.0% | 0.10% | -8.6% |
| Q2 2022 | $1,929,000 | -18.7% | 8,528 | -3.5% | 0.10% | -3.7% |
| Q1 2022 | $2,372,000 | -9.7% | 8,838 | -4.8% | 0.11% | -3.5% |
| Q4 2021 | $2,628,000 | +4.0% | 9,284 | -3.3% | 0.11% | -5.8% |
| Q3 2021 | $2,527,000 | +23.2% | 9,605 | +25.9% | 0.12% | +23.7% |
| Q2 2021 | $2,051,000 | +6.2% | 7,632 | +2.8% | 0.10% | -9.3% |
| Q1 2021 | $1,932,000 | +33.7% | 7,423 | +18.1% | 0.11% | -15.7% |
| Q4 2020 | $1,445,000 | +18.5% | 6,288 | -4.4% | 0.13% | +8.5% |
| Q3 2020 | $1,219,000 | +8.5% | 6,578 | +4.2% | 0.12% | +10.4% |
| Q2 2020 | $1,123,000 | +27.2% | 6,313 | +2.8% | 0.11% | +1.0% |
| Q1 2020 | $883,000 | -62.1% | 6,141 | -45.8% | 0.10% | -49.3% |
| Q4 2019 | $2,330,000 | +3.0% | 11,321 | -3.3% | 0.21% | -6.3% |
| Q3 2019 | $2,263,000 | +16.6% | 11,712 | +17.2% | 0.22% | +13.3% |
| Q2 2019 | $1,941,000 | +20.0% | 9,989 | +17.0% | 0.20% | +12.1% |
| Q1 2019 | $1,618,000 | +3.0% | 8,541 | -9.7% | 0.17% | -13.4% |
| Q4 2018 | $1,571,000 | -24.7% | 9,462 | -8.8% | 0.20% | -15.2% |
| Q3 2018 | $2,087,000 | +6.8% | 10,370 | +3.4% | 0.24% | -2.1% |
| Q2 2018 | $1,954,000 | +12.8% | 10,033 | +8.6% | 0.24% | +7.1% |
| Q1 2018 | $1,732,000 | -3.5% | 9,235 | -2.3% | 0.23% | +3.2% |
| Q4 2017 | $1,794,000 | +22.5% | 9,454 | +15.5% | 0.22% | +15.3% |
| Q3 2017 | $1,464,000 | +13.0% | 8,182 | +9.9% | 0.19% | +13.1% |
| Q2 2017 | $1,296,000 | -1.2% | 7,448 | -2.8% | 0.17% | -5.6% |
| Q1 2017 | $1,312,000 | +7.0% | 7,662 | +3.4% | 0.18% | -1.7% |
| Q4 2016 | $1,226,000 | +2.5% | 7,413 | -4.1% | 0.18% | +1.7% |
| Q3 2016 | $1,196,000 | -11.6% | 7,729 | -14.6% | 0.18% | -19.5% |
| Q2 2016 | $1,353,000 | +17.4% | 9,054 | +13.4% | 0.22% | +10.5% |
| Q1 2016 | $1,152,000 | -27.5% | 7,986 | -29.9% | 0.20% | -30.3% |
| Q4 2015 | $1,588,000 | +15.5% | 11,399 | +13.3% | 0.29% | +4.0% |
| Q3 2015 | $1,375,000 | -3.0% | 10,063 | +6.4% | 0.28% | +5.3% |
| Q2 2015 | $1,418,000 | -0.6% | 9,457 | +0.8% | 0.26% | +8.3% |
| Q1 2015 | $1,426,000 | -1.0% | 9,382 | -5.7% | 0.24% | +9.5% |
| Q4 2014 | $1,441,000 | +8.3% | 9,951 | +2.3% | 0.22% | +6.8% |
| Q3 2014 | $1,331,000 | -4.2% | 9,732 | +0.3% | 0.21% | -6.8% |
| Q2 2014 | $1,389,000 | +6.0% | 9,706 | +1.8% | 0.22% | -3.5% |
| Q1 2014 | $1,310,000 | -6.8% | 9,532 | -9.2% | 0.23% | -30.7% |
| Q4 2013 | $1,405,000 | +18.8% | 10,503 | +10.2% | 0.33% | +6.4% |
| Q3 2013 | $1,183,000 | -9.4% | 9,532 | -15.7% | 0.31% | -12.8% |
| Q2 2013 | $1,306,000 | – | 11,310 | – | 0.36% | – |
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% |