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 | $4,546,412 | -4.4% | 18,233 | +0.2% | 2.96% | -5.0% |
| Q2 2023 | $4,757,144 | +11.6% | 18,193 | +6.8% | 3.12% | -2.9% |
| Q1 2023 | $4,262,683 | +3.2% | 17,040 | -0.2% | 3.21% | +3.6% |
| Q4 2022 | $4,130,937 | +12.8% | 17,078 | +2.3% | 3.10% | -5.6% |
| Q3 2022 | $3,662,000 | -11.1% | 16,700 | -8.2% | 3.28% | +7.4% |
| Q2 2022 | $4,117,000 | -20.3% | 18,196 | -5.5% | 3.06% | -9.2% |
| Q1 2022 | $5,168,000 | +2.8% | 19,259 | +7.2% | 3.36% | +2.0% |
| Q4 2021 | $5,026,000 | +9.9% | 17,967 | +3.3% | 3.30% | +1.1% |
| Q3 2021 | $4,575,000 | +1.2% | 17,392 | +3.4% | 3.26% | +4.5% |
| Q2 2021 | $4,519,000 | +11.6% | 16,818 | +8.1% | 3.12% | -4.4% |
| Q1 2021 | $4,048,000 | +17.2% | 15,551 | +3.5% | 3.27% | +7.0% |
| Q4 2020 | $3,455,000 | -59.4% | 15,031 | -67.3% | 3.05% | -54.4% |
| Q3 2020 | $8,512,000 | +108.9% | 45,931 | +62.2% | 6.69% | +57.6% |
| Q2 2020 | $4,075,000 | -0.1% | 28,325 | -0.1% | 4.24% | +0.8% |
| Q1 2020 | $4,079,000 | -96.0% | 28,352 | -94.3% | 4.21% | -58.4% |
| Q4 2019 | $102,636,000 | -26.9% | 498,669 | -31.0% | 10.12% | -33.6% |
| Q3 2019 | $140,422,000 | +6.1% | 722,858 | +3.5% | 15.24% | -4.7% |
| Q2 2019 | $132,299,000 | +0.2% | 698,516 | +0.2% | 15.98% | -0.8% |
| Q1 2019 | $132,095,000 | +276.1% | 697,437 | +229.7% | 16.10% | +189.0% |
| Q4 2018 | $35,123,000 | +2783.7% | 211,510 | +2495.2% | 5.57% | +155.6% |
| Q2 2016 | $1,218,000 | +19.9% | 8,150 | +11.8% | 2.18% | +15.3% |
| Q4 2015 | $1,016,000 | -87.3% | 7,292 | -87.5% | 1.89% | -82.0% |
| Q3 2015 | $7,999,000 | -4.4% | 58,557 | +4.9% | 10.48% | +10.2% |
| Q2 2015 | $8,371,000 | +7.2% | 55,813 | +8.6% | 9.51% | -6.4% |
| Q1 2015 | $7,809,000 | +804.9% | 51,385 | +762.5% | 10.16% | +3886.3% |
| Q4 2014 | $863,000 | -94.4% | 5,958 | -94.7% | 0.26% | -98.4% |
| Q3 2014 | $15,444,000 | +315.5% | 112,943 | +334.7% | 15.84% | +168.5% |
| Q2 2014 | $3,717,000 | +264.1% | 25,980 | +249.8% | 5.90% | +1284.3% |
| Q1 2014 | $1,021,000 | -61.8% | 7,428 | -62.8% | 0.43% | -91.7% |
| Q4 2013 | $2,670,000 | -73.9% | 19,950 | -75.8% | 5.14% | -28.9% |
| Q3 2013 | $10,238,000 | +41.3% | 82,478 | +31.4% | 7.22% | -54.4% |
| Q2 2013 | $7,248,000 | – | 62,758 | – | 15.84% | – |
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% |