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 | $288,500 | +17.3% | 1,157 | +23.0% | 0.04% | +19.4% |
| Q2 2023 | $246,055 | +4.5% | 941 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $235,403 | +1.9% | 941 | -1.6% | 0.03% | +6.9% |
| Q4 2022 | $231,008 | +10.0% | 956 | -0.5% | 0.03% | -12.1% |
| Q3 2022 | $210,000 | -3.2% | 961 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $217,000 | -16.2% | 961 | -0.5% | 0.03% | +3.1% |
| Q1 2022 | $259,000 | -4.8% | 966 | +0.5% | 0.03% | 0.0% |
| Q4 2021 | $272,000 | +1.1% | 961 | -5.9% | 0.03% | -3.0% |
| Q3 2021 | $269,000 | +21.2% | 1,021 | +23.8% | 0.03% | +13.8% |
| Q2 2021 | $222,000 | -8.3% | 825 | -11.2% | 0.03% | -32.6% |
| Q1 2021 | $242,000 | +13.1% | 929 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $214,000 | +24.4% | 929 | 0.0% | 0.04% | +7.5% |
| Q3 2020 | $172,000 | -2.3% | 929 | -6.2% | 0.04% | -7.0% |
| Q2 2020 | $176,000 | -18.9% | 990 | -34.4% | 0.04% | -27.1% |
| Q1 2020 | $217,000 | -40.9% | 1,510 | -15.2% | 0.06% | -33.7% |
| Q4 2019 | $367,000 | +9.6% | 1,781 | +2.7% | 0.09% | +7.2% |
| Q3 2019 | $335,000 | +6.0% | 1,734 | +6.5% | 0.08% | -1.2% |
| Q2 2019 | $316,000 | +2.6% | 1,628 | +0.1% | 0.08% | 0.0% |
| Q1 2019 | $308,000 | +60.4% | 1,627 | +40.4% | 0.08% | +55.6% |
| Q4 2018 | $192,000 | -17.6% | 1,159 | +0.2% | 0.05% | -48.1% |
| Q3 2018 | $233,000 | +3.6% | 1,157 | +0.1% | 0.10% | 0.0% |
| Q2 2018 | $225,000 | -16.4% | 1,156 | -19.6% | 0.10% | -18.8% |
| Q1 2018 | $269,000 | +74.7% | 1,437 | +77.2% | 0.13% | +48.8% |
| Q4 2017 | $154,000 | +6.2% | 811 | +0.4% | 0.09% | -2.3% |
| Q3 2017 | $145,000 | +3.6% | 808 | +0.4% | 0.09% | -3.3% |
| Q2 2017 | $140,000 | +1.4% | 805 | 0.0% | 0.09% | 0.0% |
| Q1 2017 | $138,000 | -40.8% | 805 | -42.9% | 0.09% | -42.4% |
| Q4 2016 | $233,000 | +7.4% | 1,409 | +0.3% | 0.16% | +9.7% |
| Q3 2016 | $217,000 | +42.8% | 1,405 | +38.3% | 0.14% | +32.1% |
| Q2 2016 | $152,000 | +4.1% | 1,016 | +0.2% | 0.11% | +0.9% |
| Q1 2016 | $146,000 | -1.4% | 1,014 | -4.9% | 0.11% | 0.0% |
| Q4 2015 | $148,000 | +2.1% | 1,066 | +0.2% | 0.11% | +0.9% |
| Q3 2015 | $145,000 | +141.7% | 1,064 | +164.0% | 0.11% | +143.2% |
| Q2 2015 | $60,000 | -1.6% | 403 | +0.2% | 0.04% | -2.2% |
| Q1 2015 | $61,000 | +5.2% | 402 | +0.5% | 0.04% | +4.7% |
| Q4 2014 | $58,000 | +7.4% | 400 | +0.5% | 0.04% | +7.5% |
| Q3 2014 | $54,000 | -5.3% | 398 | +0.3% | 0.04% | -4.8% |
| Q2 2014 | $57,000 | +5.6% | 397 | +0.3% | 0.04% | +5.0% |
| Q1 2014 | $54,000 | +1.9% | 396 | 0.0% | 0.04% | -7.0% |
| Q4 2013 | $53,000 | – | 396 | – | 0.04% | – |
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% |