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 | $20,360,665 | -4.8% | 81,655 | -0.1% | 1.97% | +0.2% |
| Q2 2023 | $21,379,903 | +5.0% | 81,765 | +0.4% | 1.97% | +0.8% |
| Q1 2023 | $20,362,765 | +103400.9% | 81,399 | +0.1% | 1.95% | +1.0% |
| Q4 2022 | $19,674 | -99.9% | 81,334 | -0.1% | 1.93% | -0.8% |
| Q3 2022 | $17,845,000 | -3.5% | 81,389 | -0.4% | 1.95% | +4.0% |
| Q2 2022 | $18,485,000 | -15.9% | 81,711 | -0.3% | 1.87% | -3.1% |
| Q1 2022 | $21,992,000 | -4.8% | 81,954 | +0.4% | 1.93% | -1.0% |
| Q4 2021 | $23,110,000 | +6.4% | 81,637 | -1.1% | 1.95% | -2.9% |
| Q3 2021 | $21,718,000 | +0.0% | 82,557 | +2.2% | 2.01% | +0.9% |
| Q2 2021 | $21,713,000 | +2.9% | 80,798 | -0.3% | 1.99% | -3.0% |
| Q1 2021 | $21,098,000 | +13.3% | 81,058 | +0.0% | 2.05% | +7.4% |
| Q4 2020 | $18,628,000 | +25.5% | 81,051 | +1.2% | 1.91% | +12.0% |
| Q3 2020 | $14,843,000 | +4.4% | 80,097 | +0.1% | 1.71% | -3.1% |
| Q2 2020 | $14,224,000 | +24.6% | 79,989 | +0.8% | 1.76% | +5.6% |
| Q1 2020 | $11,417,000 | -27.0% | 79,365 | +4.4% | 1.67% | -8.7% |
| Q4 2019 | $15,650,000 | +8.7% | 76,038 | +2.1% | 1.83% | -2.5% |
| Q3 2019 | $14,393,000 | +1.4% | 74,484 | +2.0% | 1.87% | -1.5% |
| Q2 2019 | $14,190,000 | +3.8% | 73,044 | +1.2% | 1.90% | -0.9% |
| Q1 2019 | $13,670,000 | +15.0% | 72,174 | +0.8% | 1.92% | +3.2% |
| Q4 2018 | $11,890,000 | -16.6% | 71,599 | +1.1% | 1.86% | -6.4% |
| Q3 2018 | $14,261,000 | +1.6% | 70,846 | -1.7% | 1.99% | -5.1% |
| Q2 2018 | $14,038,000 | +4.0% | 72,071 | +0.1% | 2.09% | +2.6% |
| Q1 2018 | $13,501,000 | -1.1% | 71,981 | +0.0% | 2.04% | +2.1% |
| Q4 2017 | $13,657,000 | +5.3% | 71,961 | -0.7% | 2.00% | +0.8% |
| Q3 2017 | $12,970,000 | +4.0% | 72,501 | +1.1% | 1.98% | +2.0% |
| Q2 2017 | $12,474,000 | +4.6% | 71,711 | +2.9% | 1.94% | +2.3% |
| Q1 2017 | $11,928,000 | +6.6% | 69,664 | +2.9% | 1.90% | +1.1% |
| Q4 2016 | $11,192,000 | +0.8% | 67,689 | -5.7% | 1.88% | +1.0% |
| Q3 2016 | $11,105,000 | -0.8% | 71,779 | -4.2% | 1.86% | -0.5% |
| Q2 2016 | $11,189,000 | +2.4% | 74,901 | -1.2% | 1.87% | -0.4% |
| Q1 2016 | $10,926,000 | +5.2% | 75,773 | +1.7% | 1.88% | +0.6% |
| Q4 2015 | $10,383,000 | +5.4% | 74,527 | +3.4% | 1.87% | -2.0% |
| Q3 2015 | $9,848,000 | -10.1% | 72,087 | -1.3% | 1.90% | -1.6% |
| Q2 2015 | $10,950,000 | +1.5% | 73,007 | +2.9% | 1.93% | +2.5% |
| Q1 2015 | $10,787,000 | +6.8% | 70,977 | +1.8% | 1.89% | +6.9% |
| Q4 2014 | $10,100,000 | +7.5% | 69,752 | +1.5% | 1.76% | +2.9% |
| Q3 2014 | $9,397,000 | +0.6% | 68,722 | +5.2% | 1.72% | +0.2% |
| Q2 2014 | $9,343,000 | +3.4% | 65,297 | -0.7% | 1.71% | +0.3% |
| Q1 2014 | $9,040,000 | +2.7% | 65,757 | -0.0% | 1.71% | +1.9% |
| Q4 2013 | $8,801,000 | +9.5% | 65,772 | +1.6% | 1.68% | +0.7% |
| Q3 2013 | $8,039,000 | +11.9% | 64,757 | +4.1% | 1.66% | +5.4% |
| Q2 2013 | $7,186,000 | – | 62,217 | – | 1.58% | – |
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% |