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 | $168,945 | -4.3% | 675 | 0.0% | 0.04% | -8.2% |
| Q2 2023 | $176,499 | +5.4% | 675 | 0.0% | 0.05% | +4.3% |
| Q1 2023 | $167,387 | -3.1% | 675 | 0.0% | 0.05% | -4.1% |
| Q4 2022 | $172,719 | +13.6% | 675 | 0.0% | 0.05% | -2.0% |
| Q3 2022 | $152,000 | -10.1% | 675 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $169,000 | -6.6% | 675 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $181,000 | -12.1% | 675 | -7.4% | 0.05% | -19.4% |
| Q4 2021 | $206,000 | +15.7% | 729 | +8.0% | 0.06% | -1.6% |
| Q3 2021 | $178,000 | -1.7% | 675 | 0.0% | 0.06% | -4.5% |
| Q2 2021 | $181,000 | +2.8% | 675 | 0.0% | 0.07% | -5.7% |
| Q1 2021 | $176,000 | +13.5% | 675 | 0.0% | 0.07% | -6.7% |
| Q4 2020 | $155,000 | +24.0% | 675 | 0.0% | 0.08% | +11.9% |
| Q3 2020 | $125,000 | +4.2% | 675 | 0.0% | 0.07% | 0.0% |
| Q2 2020 | $120,000 | +50.0% | 675 | +21.4% | 0.07% | +48.9% |
| Q1 2020 | $80,000 | -42.9% | 556 | -18.2% | 0.04% | -28.6% |
| Q4 2019 | $140,000 | +6.9% | 680 | 0.0% | 0.06% | +5.0% |
| Q3 2019 | $131,000 | +3.1% | 680 | +3.7% | 0.06% | +1.7% |
| Q2 2019 | $127,000 | +5.8% | 656 | +3.8% | 0.06% | +3.5% |
| Q1 2019 | $120,000 | +12.1% | 632 | -1.7% | 0.06% | +5.6% |
| Q4 2018 | $107,000 | -4.5% | 643 | +15.6% | 0.05% | -8.5% |
| Q3 2018 | $112,000 | +3.7% | 556 | 0.0% | 0.06% | +3.5% |
| Q2 2018 | $108,000 | – | 556 | – | 0.06% | – |
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% |