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 | $65,214 | -0.5% | 261,537 | +4.3% | 0.30% | +1.7% |
| Q2 2023 | $65,551 | +2.3% | 250,691 | -2.2% | 0.30% | -4.8% |
| Q1 2023 | $64,107 | -29.3% | 256,265 | -31.6% | 0.31% | -33.2% |
| Q4 2022 | $90,640 | -99.9% | 374,714 | +8.7% | 0.47% | +10.3% |
| Q3 2022 | $75,572,000 | -3.8% | 344,670 | -0.7% | 0.43% | +0.7% |
| Q2 2022 | $78,543,000 | -11.6% | 347,180 | +4.9% | 0.42% | +3.7% |
| Q1 2022 | $88,833,000 | -5.6% | 331,045 | -0.4% | 0.41% | -3.1% |
| Q4 2021 | $94,069,000 | +4.3% | 332,304 | -3.1% | 0.42% | -5.4% |
| Q3 2021 | $90,200,000 | -2.7% | 342,874 | -0.6% | 0.44% | +0.5% |
| Q2 2021 | $92,743,000 | +16.4% | 345,114 | +12.7% | 0.44% | +2.3% |
| Q1 2021 | $79,700,000 | +28.0% | 306,207 | +13.0% | 0.43% | +19.0% |
| Q4 2020 | $62,278,000 | +21.2% | 270,973 | -2.3% | 0.36% | +4.9% |
| Q3 2020 | $51,385,000 | +4.5% | 277,289 | +0.3% | 0.35% | -6.2% |
| Q2 2020 | $49,181,000 | +13.2% | 276,576 | -8.4% | 0.37% | -11.3% |
| Q1 2020 | $43,429,000 | -39.4% | 301,884 | -13.3% | 0.42% | -24.6% |
| Q4 2019 | $71,638,000 | +24.9% | 348,059 | +17.3% | 0.55% | +9.9% |
| Q3 2019 | $57,337,000 | -2.8% | 296,730 | -2.3% | 0.50% | -7.2% |
| Q2 2019 | $58,978,000 | +1.1% | 303,602 | -1.4% | 0.54% | -2.9% |
| Q1 2019 | $58,343,000 | +17.9% | 308,041 | +3.4% | 0.56% | +2.0% |
| Q4 2018 | $49,480,000 | -19.5% | 297,962 | -2.4% | 0.55% | -6.8% |
| Q3 2018 | $61,430,000 | +14.6% | 305,181 | +10.9% | 0.59% | +3.7% |
| Q2 2018 | $53,613,000 | +3.4% | 275,251 | -0.4% | 0.57% | -3.1% |
| Q1 2018 | $51,837,000 | +22.8% | 276,359 | +24.2% | 0.58% | +17.5% |
| Q4 2017 | $42,221,000 | +27.4% | 222,475 | +20.1% | 0.50% | +11.7% |
| Q3 2017 | $33,130,000 | +15.0% | 185,187 | +11.8% | 0.44% | +5.0% |
| Q2 2017 | $28,808,000 | -19.2% | 165,613 | -20.5% | 0.42% | -30.4% |
| Q1 2017 | $35,652,000 | +35.0% | 208,226 | +30.3% | 0.61% | +23.0% |
| Q4 2016 | $26,414,000 | -2.0% | 159,757 | -8.3% | 0.50% | -1.0% |
| Q3 2016 | $26,957,000 | +45.6% | 174,242 | +40.6% | 0.50% | +27.6% |
| Q2 2016 | $18,515,000 | +26.0% | 123,936 | +21.7% | 0.39% | +18.1% |
| Q1 2016 | $14,689,000 | -11.5% | 101,874 | -14.5% | 0.33% | -15.5% |
| Q4 2015 | $16,594,000 | +24.4% | 119,110 | +22.0% | 0.39% | +2.6% |
| Q3 2015 | $13,341,000 | -10.2% | 97,660 | -1.4% | 0.38% | -6.8% |
| Q2 2015 | $14,860,000 | +36.0% | 99,082 | +37.8% | 0.41% | +32.2% |
| Q1 2015 | $10,930,000 | +17.8% | 71,917 | +12.2% | 0.31% | +8.4% |
| Q4 2014 | $9,281,000 | -8.5% | 64,099 | -13.6% | 0.29% | -4.0% |
| Q3 2014 | $10,141,000 | -6.2% | 74,163 | -1.9% | 0.30% | -20.7% |
| Q2 2014 | $10,814,000 | +23.9% | 75,578 | +19.0% | 0.38% | +14.2% |
| Q1 2014 | $8,730,000 | +0.5% | 63,501 | -2.2% | 0.33% | -7.3% |
| Q4 2013 | $8,685,000 | -2.3% | 64,908 | -9.3% | 0.36% | -8.5% |
| Q3 2013 | $8,886,000 | +35.8% | 71,582 | +26.3% | 0.39% | +16.8% |
| Q2 2013 | $6,545,000 | – | 56,668 | – | 0.33% | – |
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% |