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 | $28,201,485 | -22.8% | 113,100 | -19.1% | 0.01% | -14.3% |
| Q2 2023 | $36,538,431 | +101.6% | 139,737 | +92.8% | 0.01% | +133.3% |
| Q1 2023 | $18,127,594 | -58.6% | 72,464 | -59.8% | 0.00% | -72.7% |
| Q4 2022 | $43,798,468 | +4.4% | 180,279 | -5.1% | 0.01% | -8.3% |
| Q3 2022 | $41,940,000 | +520.0% | 189,890 | +535.1% | 0.01% | +500.0% |
| Q2 2022 | $6,764,000 | -61.6% | 29,900 | -54.5% | 0.00% | -33.3% |
| Q1 2022 | $17,637,000 | -47.7% | 65,730 | -44.8% | 0.00% | +200.0% |
| Q4 2021 | $33,698,000 | +11.4% | 119,042 | +3.6% | 0.00% | -75.0% |
| Q3 2021 | $30,237,000 | -39.6% | 114,938 | -38.3% | 0.00% | -42.9% |
| Q2 2021 | $50,100,000 | -13.4% | 186,435 | -16.1% | 0.01% | -22.2% |
| Q1 2021 | $57,832,000 | +21.1% | 222,191 | +6.9% | 0.01% | +80.0% |
| Q4 2020 | $47,752,000 | +7.8% | 207,768 | -13.1% | 0.01% | -37.5% |
| Q3 2020 | $44,282,000 | -2.6% | 238,959 | -6.5% | 0.01% | -27.3% |
| Q2 2020 | $45,458,000 | +23.0% | 255,636 | -0.5% | 0.01% | 0.0% |
| Q1 2020 | $36,962,000 | +35.6% | 256,934 | +94.1% | 0.01% | +57.1% |
| Q4 2019 | $27,250,000 | -43.2% | 132,399 | -46.6% | 0.01% | -56.2% |
| Q3 2019 | $47,951,000 | -54.7% | 248,152 | -54.5% | 0.02% | +33.3% |
| Q2 2019 | $105,864,000 | +175.1% | 544,962 | +168.2% | 0.01% | -20.0% |
| Q1 2019 | $38,480,000 | -55.5% | 203,172 | -61.0% | 0.02% | -55.9% |
| Q4 2018 | $86,403,000 | +114.2% | 520,313 | +159.7% | 0.03% | +161.5% |
| Q3 2018 | $40,336,000 | -41.4% | 200,386 | -43.3% | 0.01% | -43.5% |
| Q2 2018 | $68,835,000 | +35.3% | 353,400 | +30.3% | 0.02% | +27.8% |
| Q1 2018 | $50,892,000 | +87.8% | 271,324 | +90.9% | 0.02% | +80.0% |
| Q4 2017 | $27,103,000 | -30.5% | 142,100 | -34.8% | 0.01% | -33.3% |
| Q3 2017 | $38,974,000 | -10.1% | 217,858 | -12.6% | 0.02% | -16.7% |
| Q2 2017 | $43,362,000 | +58.1% | 249,279 | +55.6% | 0.02% | +28.6% |
| Q1 2017 | $27,430,000 | +25.4% | 160,200 | +21.5% | 0.01% | +16.7% |
| Q4 2016 | $21,874,000 | +14.2% | 131,898 | +6.6% | 0.01% | +33.3% |
| Q3 2016 | $19,147,000 | -15.9% | 123,759 | -18.8% | 0.01% | -25.0% |
| Q2 2016 | $22,755,000 | +89.5% | 152,323 | +82.9% | 0.01% | +71.4% |
| Q1 2016 | $12,011,000 | +97.0% | 83,300 | +92.4% | 0.01% | +133.3% |
| Q4 2015 | $6,097,000 | -53.1% | 43,300 | -54.5% | 0.00% | -50.0% |
| Q3 2015 | $12,998,000 | -11.7% | 95,146 | -3.0% | 0.01% | 0.0% |
| Q2 2015 | $14,718,000 | +7.3% | 98,100 | +9.0% | 0.01% | 0.0% |
| Q1 2015 | $13,723,000 | -43.4% | 90,000 | -45.7% | 0.01% | -33.3% |
| Q4 2014 | $24,235,000 | -81.0% | 165,895 | -82.2% | 0.01% | -81.6% |
| Q3 2014 | $127,304,000 | -13.5% | 929,502 | -9.6% | 0.05% | -22.2% |
| Q2 2014 | $147,108,000 | +336.0% | 1,028,152 | +318.8% | 0.06% | +320.0% |
| Q1 2014 | $33,744,000 | +42.9% | 245,491 | +39.1% | 0.02% | +36.4% |
| Q4 2013 | $23,618,000 | -16.1% | 176,462 | -22.2% | 0.01% | -26.7% |
| Q3 2013 | $28,156,000 | +4.5% | 226,814 | -2.5% | 0.02% | -6.2% |
| Q2 2013 | $26,956,000 | – | 232,558 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |