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 | $1,114,530,168 | -2.2% | 4,469,742 | +2.5% | 0.38% | -0.3% |
| Q2 2023 | $1,140,171,512 | +6.3% | 4,360,454 | +1.7% | 0.38% | -1.8% |
| Q1 2023 | $1,072,382,886 | +2.9% | 4,286,788 | -0.5% | 0.39% | +0.8% |
| Q4 2022 | $1,042,527,516 | +10.0% | 4,309,924 | -0.3% | 0.39% | -6.5% |
| Q3 2022 | $947,747,000 | -3.9% | 4,322,477 | -0.8% | 0.42% | +2.7% |
| Q2 2022 | $985,997,000 | -19.5% | 4,358,384 | -4.5% | 0.40% | -0.7% |
| Q1 2022 | $1,224,937,000 | -3.7% | 4,564,869 | +1.6% | 0.41% | +12.1% |
| Q4 2021 | $1,272,038,000 | +9.1% | 4,493,562 | +1.4% | 0.36% | -0.8% |
| Q3 2021 | $1,165,524,000 | -0.3% | 4,430,470 | +1.9% | 0.37% | -2.7% |
| Q2 2021 | $1,168,896,000 | +5.6% | 4,349,701 | +2.3% | 0.38% | +2.7% |
| Q1 2021 | $1,106,783,000 | +21.4% | 4,252,277 | +7.2% | 0.37% | +19.2% |
| Q4 2020 | $912,030,000 | +28.6% | 3,968,280 | +3.7% | 0.31% | +15.4% |
| Q3 2020 | $709,199,000 | +4.1% | 3,827,095 | -0.1% | 0.27% | -7.3% |
| Q2 2020 | $681,045,000 | +17.1% | 3,829,967 | -5.3% | 0.29% | +5.1% |
| Q1 2020 | $581,810,000 | -40.1% | 4,044,276 | -14.3% | 0.27% | -18.9% |
| Q4 2019 | $971,823,000 | +2.6% | 4,721,713 | -3.7% | 0.34% | -7.4% |
| Q3 2019 | $947,056,000 | -2.0% | 4,901,187 | -1.5% | 0.36% | -1.9% |
| Q2 2019 | $966,722,000 | +4.6% | 4,976,436 | +2.0% | 0.37% | -2.6% |
| Q1 2019 | $924,395,000 | +8.7% | 4,880,652 | -4.7% | 0.38% | -1.0% |
| Q4 2018 | $850,202,000 | -13.9% | 5,119,844 | +4.3% | 0.39% | -1.3% |
| Q3 2018 | $987,647,000 | +8.3% | 4,906,582 | +4.8% | 0.39% | -1.0% |
| Q2 2018 | $912,025,000 | +6.9% | 4,682,331 | +2.9% | 0.40% | +7.3% |
| Q1 2018 | $853,360,000 | +0.3% | 4,549,555 | +1.4% | 0.37% | +5.1% |
| Q4 2017 | $851,228,000 | +5.9% | 4,485,344 | -0.2% | 0.35% | -5.9% |
| Q3 2017 | $803,799,000 | -11.8% | 4,493,006 | -14.2% | 0.37% | -21.2% |
| Q2 2017 | $911,378,000 | +17.3% | 5,239,306 | +15.4% | 0.47% | +11.3% |
| Q1 2017 | $777,226,000 | +15.9% | 4,539,342 | +11.9% | 0.42% | +14.6% |
| Q4 2016 | $670,806,000 | +14.6% | 4,057,133 | +7.2% | 0.37% | +6.0% |
| Q3 2016 | $585,459,000 | +12.9% | 3,784,237 | +9.0% | 0.35% | +7.4% |
| Q2 2016 | $518,746,000 | +10.0% | 3,472,433 | +6.2% | 0.32% | +2.8% |
| Q1 2016 | $471,385,000 | +15.8% | 3,269,190 | +11.9% | 0.32% | +19.7% |
| Q4 2015 | $406,979,000 | +21.8% | 2,921,184 | +19.5% | 0.26% | +11.9% |
| Q3 2015 | $334,000,000 | +0.8% | 2,444,914 | +10.6% | 0.24% | +7.3% |
| Q2 2015 | $331,398,000 | +6.9% | 2,209,611 | +8.4% | 0.22% | +2.8% |
| Q1 2015 | $309,878,000 | +16.9% | 2,038,943 | +11.4% | 0.21% | +15.7% |
| Q4 2014 | $265,045,000 | – | 1,830,426 | – | 0.18% | – |
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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% |