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 | $28,909,155 | +13.6% | 115,938 | +19.1% | 4.38% | +17.7% |
| Q2 2023 | $25,455,093 | +183.8% | 97,350 | +171.5% | 3.72% | +160.8% |
| Q1 2023 | $8,968,236 | +1467.7% | 35,850 | +1415.9% | 1.43% | +1327.0% |
| Q4 2022 | $572,070 | +10.2% | 2,365 | 0.0% | 0.10% | +1.0% |
| Q3 2022 | $519,000 | -3.0% | 2,365 | 0.0% | 0.10% | +1.0% |
| Q2 2022 | $535,000 | -14.8% | 2,365 | +1.0% | 0.10% | 0.0% |
| Q1 2022 | $628,000 | -12.7% | 2,341 | -7.9% | 0.10% | -7.5% |
| Q4 2021 | $719,000 | +2.1% | 2,541 | -5.1% | 0.11% | -7.8% |
| Q3 2021 | $704,000 | -3.3% | 2,677 | -1.2% | 0.12% | -3.4% |
| Q2 2021 | $728,000 | +3.6% | 2,710 | +0.3% | 0.12% | -5.6% |
| Q1 2021 | $703,000 | -1.5% | 2,701 | -13.0% | 0.13% | -7.4% |
| Q4 2020 | $714,000 | +33.7% | 3,106 | +7.8% | 0.14% | +15.3% |
| Q3 2020 | $534,000 | +4.3% | 2,881 | 0.0% | 0.12% | -7.8% |
| Q2 2020 | $512,000 | +0.2% | 2,881 | -18.9% | 0.13% | -18.5% |
| Q1 2020 | $511,000 | -18.8% | 3,551 | +16.1% | 0.16% | +1.3% |
| Q4 2019 | $629,000 | +133.8% | 3,058 | +119.8% | 0.16% | +106.7% |
| Q3 2019 | $269,000 | – | 1,391 | – | 0.08% | – |
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% |