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 | $715,635 | -50.7% | 2,870 | -48.3% | 0.10% | -48.4% |
| Q2 2023 | $1,451,214 | -26.6% | 5,550 | -29.7% | 0.18% | -29.5% |
| Q1 2023 | $1,976,264 | +500.7% | 7,900 | +480.9% | 0.26% | +467.4% |
| Q4 2022 | $328,970 | +28.5% | 1,360 | +16.2% | 0.05% | +15.0% |
| Q3 2022 | $256,000 | +7.6% | 1,170 | +10.9% | 0.04% | +14.3% |
| Q2 2022 | $238,000 | -15.9% | 1,055 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $283,000 | -15.3% | 1,055 | -10.6% | 0.04% | -9.8% |
| Q4 2021 | $334,000 | -27.9% | 1,180 | -33.0% | 0.04% | -29.3% |
| Q3 2021 | $463,000 | -17.9% | 1,760 | -16.2% | 0.06% | -21.6% |
| Q2 2021 | $564,000 | +3.1% | 2,100 | 0.0% | 0.07% | -7.5% |
| Q1 2021 | $547,000 | +13.3% | 2,100 | 0.0% | 0.08% | +9.6% |
| Q4 2020 | $483,000 | -13.4% | 2,100 | -19.2% | 0.07% | -16.1% |
| Q3 2020 | $558,000 | +42.7% | 2,600 | +18.2% | 0.09% | +40.3% |
| Q2 2020 | $391,000 | +18.1% | 2,200 | -4.3% | 0.06% | +14.8% |
| Q1 2020 | $331,000 | -1.5% | 2,300 | +13.6% | 0.05% | -20.6% |
| Q4 2018 | $336,000 | -18.4% | 2,025 | -1.0% | 0.07% | -9.3% |
| Q3 2018 | $412,000 | +3.5% | 2,045 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $398,000 | -2.9% | 2,045 | -6.4% | 0.08% | -1.3% |
| Q1 2018 | $410,000 | -3.3% | 2,185 | -2.2% | 0.08% | -10.6% |
| Q4 2017 | $424,000 | +6.0% | 2,235 | 0.0% | 0.08% | +6.2% |
| Q3 2017 | $400,000 | -5.7% | 2,235 | -8.2% | 0.08% | -16.7% |
| Q2 2017 | $424,000 | +6.0% | 2,435 | +4.3% | 0.10% | -7.7% |
| Q1 2017 | $400,000 | +22.3% | 2,335 | +18.2% | 0.10% | +15.6% |
| Q4 2016 | $327,000 | +6.9% | 1,975 | 0.0% | 0.09% | -24.4% |
| Q3 2016 | $306,000 | +3.7% | 1,975 | 0.0% | 0.12% | +0.8% |
| Q2 2016 | $295,000 | +15.2% | 1,975 | +11.3% | 0.12% | +4.4% |
| Q1 2016 | $256,000 | -40.2% | 1,775 | -42.3% | 0.11% | -35.4% |
| Q4 2015 | $428,000 | -1.2% | 3,075 | -3.1% | 0.18% | +0.6% |
| Q3 2015 | $433,000 | -28.4% | 3,175 | -21.3% | 0.17% | -17.1% |
| Q2 2015 | $605,000 | -1.8% | 4,035 | -0.5% | 0.21% | -4.1% |
| Q1 2015 | $616,000 | -4.8% | 4,055 | -9.3% | 0.22% | -4.4% |
| Q4 2014 | $647,000 | -8.6% | 4,470 | -13.7% | 0.23% | -16.1% |
| Q3 2014 | $708,000 | -4.5% | 5,180 | 0.0% | 0.27% | -3.5% |
| Q2 2014 | $741,000 | +4.1% | 5,180 | 0.0% | 0.28% | -1.0% |
| Q1 2014 | $712,000 | -0.1% | 5,180 | -2.8% | 0.29% | -9.8% |
| Q4 2013 | $713,000 | -9.9% | 5,330 | -16.3% | 0.32% | -13.4% |
| Q3 2013 | $791,000 | +7.0% | 6,370 | 0.0% | 0.37% | -2.1% |
| Q2 2013 | $739,000 | – | 6,370 | – | 0.37% | – |
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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% |