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 | $44,453,614 | -3.7% | 178,278 | +1.8% | 0.40% | -1.0% |
| Q2 2023 | $46,141,101 | +5.6% | 175,133 | +0.2% | 0.40% | -3.8% |
| Q1 2023 | $43,709,876 | +581.3% | 174,728 | +1.1% | 0.42% | +29.1% |
| Q4 2022 | $6,415,427 | -83.5% | 172,804 | -2.6% | 0.32% | -27.7% |
| Q3 2022 | $38,890,000 | -12.4% | 177,371 | -9.6% | 0.45% | +12.9% |
| Q2 2022 | $44,388,000 | -10.7% | 196,204 | +6.0% | 0.40% | +3.9% |
| Q1 2022 | $49,680,000 | -18.2% | 185,141 | -13.7% | 0.38% | -16.4% |
| Q4 2021 | $60,760,000 | -1.4% | 214,637 | -8.3% | 0.46% | +16.3% |
| Q3 2021 | $61,596,000 | +2.9% | 234,146 | +5.1% | 0.39% | -25.0% |
| Q2 2021 | $59,878,000 | +1.0% | 222,822 | -2.2% | 0.52% | -7.6% |
| Q1 2021 | $59,285,000 | -2.8% | 227,773 | -14.2% | 0.57% | -10.9% |
| Q4 2020 | $60,982,000 | +36.7% | 265,340 | +10.0% | 0.64% | +9.5% |
| Q3 2020 | $44,615,000 | -5.0% | 241,211 | -8.7% | 0.58% | -11.0% |
| Q2 2020 | $46,973,000 | +2.2% | 264,159 | -17.3% | 0.65% | -22.7% |
| Q1 2020 | $45,974,000 | -36.1% | 319,581 | -8.6% | 0.84% | -24.6% |
| Q4 2019 | $71,962,000 | +1.8% | 349,637 | -4.2% | 1.12% | +1.8% |
| Q3 2019 | $70,664,000 | +3.1% | 365,126 | +3.4% | 1.10% | -11.3% |
| Q2 2019 | $68,538,000 | -16.4% | 353,217 | -18.5% | 1.24% | -23.4% |
| Q1 2019 | $81,974,000 | +47.1% | 433,167 | +29.1% | 1.62% | +20.5% |
| Q4 2018 | $55,713,000 | -30.4% | 335,506 | -15.7% | 1.34% | -18.2% |
| Q3 2018 | $80,091,000 | +115.0% | 397,888 | +108.1% | 1.64% | +168.7% |
| Q2 2018 | $37,252,000 | +0.5% | 191,172 | -3.3% | 0.61% | -57.9% |
| Q1 2018 | $37,085,000 | +5.6% | 197,711 | +9.1% | 1.45% | -2.2% |
| Q4 2017 | $35,110,000 | -46.2% | 181,257 | -49.8% | 1.48% | -8.2% |
| Q3 2017 | $65,304,000 | +0.4% | 361,356 | -3.5% | 1.62% | -8.2% |
| Q2 2017 | $65,031,000 | +25.9% | 374,277 | +4.5% | 1.76% | +21.8% |
| Q1 2017 | $51,673,000 | +20.3% | 358,147 | +40.2% | 1.44% | +2.6% |
| Q4 2016 | $42,948,000 | +60.2% | 255,536 | +45.7% | 1.41% | +28.8% |
| Q3 2016 | $26,812,000 | -12.5% | 175,380 | -15.0% | 1.09% | -11.8% |
| Q2 2016 | $30,654,000 | +34.0% | 206,325 | +30.1% | 1.24% | +12.1% |
| Q1 2016 | $22,879,000 | +20.0% | 158,617 | +15.9% | 1.10% | +20.9% |
| Q4 2015 | $19,071,000 | +16.5% | 136,897 | +14.2% | 0.91% | +1.6% |
| Q3 2015 | $16,373,000 | -1.4% | 119,863 | +8.3% | 0.90% | +14.2% |
| Q2 2015 | $16,602,000 | +12.5% | 110,692 | +14.0% | 0.79% | -7.4% |
| Q1 2015 | $14,763,000 | +25.4% | 97,137 | +19.5% | 0.85% | +12.3% |
| Q4 2014 | $11,769,000 | -1.2% | 81,281 | -6.7% | 0.76% | -8.0% |
| Q3 2014 | $11,917,000 | +46.2% | 87,153 | +53.0% | 0.82% | +17.5% |
| Q2 2014 | $8,151,000 | +12.1% | 56,970 | +7.7% | 0.70% | -8.6% |
| Q1 2014 | $7,274,000 | +42.1% | 52,915 | +38.3% | 0.77% | +34.1% |
| Q4 2013 | $5,120,000 | – | 38,262 | – | 0.57% | – |
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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% |