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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,219,392 | +11.2% | 12,312 | +6.4% | 1.05% | +6.4% |
| Q1 2023 | $2,894,199 | +6.4% | 11,569 | +2.8% | 0.98% | -1.2% |
| Q4 2022 | $2,721,371 | +10.9% | 11,250 | +0.5% | 1.00% | +4.3% |
| Q3 2022 | $2,454,000 | +9.7% | 11,190 | +13.1% | 0.95% | +15.4% |
| Q2 2022 | $2,238,000 | -4.8% | 9,892 | +12.9% | 0.83% | +8.2% |
| Q1 2022 | $2,350,000 | +3.8% | 8,758 | +9.5% | 0.76% | +8.8% |
| Q4 2021 | $2,264,000 | +10.2% | 7,999 | +2.6% | 0.70% | +5.2% |
| Q3 2021 | $2,054,000 | +25.8% | 7,800 | +28.4% | 0.67% | +23.1% |
| Q2 2021 | $1,633,000 | +597.9% | 6,077 | +579.8% | 0.54% | +515.9% |
| Q1 2021 | $234,000 | -1.3% | 894 | -12.6% | 0.09% | -5.4% |
| Q4 2020 | $237,000 | -27.7% | 1,023 | -41.3% | 0.09% | -34.0% |
| Q3 2020 | $328,000 | +27.1% | 1,744 | +22.5% | 0.14% | +19.5% |
| Q2 2020 | $258,000 | +17.3% | 1,424 | +32.1% | 0.12% | +20.4% |
| Q4 2019 | $220,000 | +6.8% | 1,078 | +1.8% | 0.10% | -1.0% |
| Q3 2019 | $206,000 | -2.4% | 1,059 | -5.1% | 0.10% | -11.6% |
| Q1 2019 | $211,000 | -9.8% | 1,116 | -10.6% | 0.11% | +1.8% |
| Q1 2018 | $234,000 | -94.1% | 1,248 | -94.4% | 0.11% | -89.1% |
| Q3 2017 | $3,965,000 | +98.4% | 22,113 | +92.5% | 1.01% | -10.0% |
| Q2 2017 | $1,998,000 | -0.1% | 11,486 | +0.0% | 1.12% | -3.1% |
| Q1 2017 | $2,001,000 | – | 11,485 | – | 1.16% | – |
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% |