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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $266,805 | +12.6% | 1,103 | +1.9% | 0.02% | +4.8% |
| Q3 2022 | $237,000 | -0.8% | 1,082 | +2.4% | 0.02% | 0.0% |
| Q2 2022 | $239,000 | -15.8% | 1,057 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $284,000 | -11.2% | 1,057 | -6.6% | 0.02% | -8.3% |
| Q4 2021 | $320,000 | +7.4% | 1,132 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $298,000 | -2.0% | 1,132 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $304,000 | +3.1% | 1,132 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $295,000 | -46.8% | 1,132 | -50.0% | 0.03% | +4.0% |
| Q4 2020 | $555,000 | +164.3% | 2,264 | +100.0% | 0.02% | +19.0% |
| Q3 2020 | $210,000 | +1.0% | 1,132 | -3.2% | 0.02% | -4.5% |
| Q2 2020 | $208,000 | +23.8% | 1,169 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $168,000 | -30.3% | 1,168 | -0.1% | 0.02% | -18.5% |
| Q4 2019 | $241,000 | +8.6% | 1,169 | +1.7% | 0.03% | 0.0% |
| Q3 2019 | $222,000 | -8.3% | 1,149 | -7.7% | 0.03% | -6.9% |
| Q2 2019 | $242,000 | +13.1% | 1,245 | +10.0% | 0.03% | +16.0% |
| Q1 2019 | $214,000 | +13.8% | 1,132 | 0.0% | 0.02% | +4.2% |
| Q4 2018 | $188,000 | +1153.3% | 1,132 | +1332.9% | 0.02% | +1100.0% |
| Q1 2018 | $15,000 | -99.6% | 79 | -99.7% | 0.00% | -99.6% |
| Q1 2017 | $4,245,000 | +2603.8% | 24,791 | +2504.1% | 0.55% | +2187.5% |
| Q4 2016 | $157,000 | -4.3% | 952 | -10.0% | 0.02% | -4.0% |
| Q3 2016 | $164,000 | -20.4% | 1,058 | -23.3% | 0.02% | -21.9% |
| Q2 2016 | $206,000 | +34.6% | 1,380 | +30.4% | 0.03% | +28.0% |
| Q1 2016 | $153,000 | – | 1,058 | – | 0.02% | – |
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% |