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 | $37,483,040 | -4.4% | 150,323 | +0.3% | 4.78% | -1.2% |
| Q2 2023 | $39,188,269 | +3.2% | 149,871 | -1.3% | 4.83% | +1.4% |
| Q1 2023 | $37,985,045 | +105218.0% | 151,843 | +1.8% | 4.77% | -1.7% |
| Q4 2022 | $36,067 | -99.9% | 149,107 | -1.6% | 4.85% | +2.1% |
| Q3 2022 | $33,239,000 | -3.1% | 151,596 | +0.0% | 4.75% | +2.8% |
| Q2 2022 | $34,289,000 | -17.5% | 151,569 | -2.1% | 4.62% | +0.5% |
| Q1 2022 | $41,545,000 | -4.6% | 154,821 | +0.6% | 4.59% | -0.3% |
| Q4 2021 | $43,553,000 | +8.2% | 153,854 | +0.5% | 4.61% | 0.0% |
| Q3 2021 | $40,270,000 | +0.6% | 153,078 | +2.8% | 4.61% | -1.5% |
| Q2 2021 | $40,010,000 | +5.9% | 148,887 | +2.5% | 4.68% | -6.8% |
| Q1 2021 | $37,793,000 | +14.9% | 145,201 | +1.4% | 5.02% | +5.0% |
| Q4 2020 | $32,899,000 | +24.9% | 143,146 | +0.7% | 4.78% | +8.7% |
| Q3 2020 | $26,343,000 | +5.4% | 142,155 | +1.2% | 4.40% | -1.8% |
| Q2 2020 | $24,982,000 | +14.5% | 140,491 | -7.4% | 4.48% | +3.1% |
| Q1 2020 | $21,826,000 | -22.3% | 151,716 | +11.1% | 4.34% | -2.3% |
| Q4 2019 | $28,098,000 | +7.0% | 136,516 | +0.4% | 4.45% | -1.0% |
| Q3 2019 | $26,265,000 | +2.0% | 135,926 | +2.5% | 4.49% | +0.4% |
| Q2 2019 | $25,753,000 | +2.6% | 132,568 | +0.0% | 4.47% | -0.0% |
| Q1 2019 | $25,103,000 | +32.4% | 132,538 | +16.1% | 4.48% | +38.8% |
| Q4 2018 | $18,953,000 | – | 114,133 | – | 3.22% | – |
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% |