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 | $464,633 | -21.3% | 1,863 | -17.5% | 0.02% | -21.7% |
| Q2 2023 | $590,258 | +27.1% | 2,257 | +21.5% | 0.02% | +27.8% |
| Q1 2023 | $464,543 | +1.8% | 1,857 | -1.5% | 0.02% | 0.0% |
| Q4 2022 | $456,318 | +10.5% | 1,886 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $413,000 | -3.1% | 1,885 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $426,000 | -15.6% | 1,885 | +0.1% | 0.02% | -5.3% |
| Q1 2022 | $505,000 | -4.2% | 1,884 | +1.3% | 0.02% | 0.0% |
| Q4 2021 | $527,000 | +9.8% | 1,860 | +1.9% | 0.02% | 0.0% |
| Q3 2021 | $480,000 | -2.2% | 1,826 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $491,000 | +3.4% | 1,826 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $475,000 | +7.5% | 1,824 | -5.2% | 0.02% | 0.0% |
| Q4 2020 | $442,000 | +24.2% | 1,924 | +0.1% | 0.02% | +11.1% |
| Q3 2020 | $356,000 | -13.6% | 1,922 | -17.2% | 0.02% | -18.2% |
| Q2 2020 | $412,000 | -13.1% | 2,320 | -29.6% | 0.02% | -24.1% |
| Q1 2020 | $474,000 | -29.7% | 3,294 | +0.6% | 0.03% | -14.7% |
| Q4 2019 | $674,000 | +7.5% | 3,274 | +0.9% | 0.03% | -5.6% |
| Q3 2019 | $627,000 | -9.4% | 3,245 | -8.8% | 0.04% | -14.3% |
| Q2 2019 | $692,000 | +4.1% | 3,560 | +1.5% | 0.04% | -4.5% |
| Q1 2019 | $665,000 | +20.3% | 3,509 | +5.3% | 0.04% | +2.3% |
| Q4 2018 | $553,000 | +172.4% | 3,333 | +231.0% | 0.04% | +207.1% |
| Q3 2018 | $203,000 | -31.9% | 1,007 | -48.6% | 0.01% | -46.2% |
| Q1 2015 | $298,000 | +4.9% | 1,959 | +0.2% | 0.03% | 0.0% |
| Q4 2014 | $284,000 | +6.0% | 1,956 | +0.1% | 0.03% | 0.0% |
| Q3 2014 | $268,000 | -3.9% | 1,954 | +0.1% | 0.03% | -3.7% |
| Q2 2014 | $279,000 | +3.7% | 1,953 | +0.1% | 0.03% | -6.9% |
| Q1 2014 | $269,000 | +3.1% | 1,951 | 0.0% | 0.03% | -3.3% |
| Q4 2013 | $261,000 | +7.9% | 1,951 | +0.2% | 0.03% | -6.2% |
| Q3 2013 | $242,000 | +8.0% | 1,947 | +0.1% | 0.03% | 0.0% |
| Q2 2013 | $224,000 | – | 1,945 | – | 0.03% | – |
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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% |