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 | $485,984 | -10.4% | 1,949 | -6.1% | 0.22% | -6.5% |
| Q2 2023 | $542,571 | -2.9% | 2,075 | -7.1% | 0.23% | +17.9% |
| Q1 2023 | $558,608 | -2.8% | 2,233 | -6.1% | 0.20% | -3.0% |
| Q4 2022 | $574,973 | +7.5% | 2,377 | -2.5% | 0.20% | -11.1% |
| Q3 2022 | $535,000 | -11.1% | 2,438 | -8.4% | 0.23% | -19.9% |
| Q2 2022 | $602,000 | -21.7% | 2,662 | -7.1% | 0.28% | -4.4% |
| Q1 2022 | $769,000 | -6.2% | 2,866 | -1.0% | 0.30% | +3.9% |
| Q4 2021 | $820,000 | +11.1% | 2,896 | +3.2% | 0.28% | +6.4% |
| Q3 2021 | $738,000 | -8.4% | 2,806 | -6.4% | 0.27% | -8.2% |
| Q2 2021 | $806,000 | -0.7% | 2,998 | -3.9% | 0.29% | -11.6% |
| Q1 2021 | $812,000 | +8.3% | 3,120 | -4.4% | 0.33% | +1.5% |
| Q4 2020 | $750,000 | +21.6% | 3,262 | -2.1% | 0.32% | +10.6% |
| Q3 2020 | $617,000 | +1.1% | 3,331 | -2.9% | 0.29% | -5.5% |
| Q2 2020 | $610,000 | -23.9% | 3,432 | -38.4% | 0.31% | -34.9% |
| Q1 2020 | $802,000 | -66.2% | 5,575 | -51.6% | 0.48% | -54.6% |
| Q4 2019 | $2,373,000 | +12.9% | 11,528 | +5.9% | 1.05% | +14.5% |
| Q3 2019 | $2,102,000 | +2.5% | 10,881 | +3.0% | 0.92% | -0.9% |
| Q2 2019 | $2,051,000 | +9.4% | 10,559 | +6.7% | 0.92% | +7.7% |
| Q1 2019 | $1,875,000 | +241.5% | 9,897 | +199.5% | 0.86% | +160.5% |
| Q4 2018 | $549,000 | -17.6% | 3,305 | -0.1% | 0.33% | -13.2% |
| Q3 2018 | $666,000 | -21.5% | 3,308 | -24.0% | 0.38% | -11.7% |
| Q2 2018 | $848,000 | +32.5% | 4,354 | +27.6% | 0.43% | +26.5% |
| Q1 2018 | $640,000 | +41.3% | 3,412 | +42.8% | 0.34% | +46.8% |
| Q4 2017 | $453,000 | +6.3% | 2,389 | +0.3% | 0.23% | -0.4% |
| Q3 2017 | $426,000 | +3.4% | 2,383 | +0.7% | 0.23% | -4.1% |
| Q2 2017 | $412,000 | +12.3% | 2,366 | +10.3% | 0.24% | +3.4% |
| Q1 2017 | $367,000 | -55.0% | 2,146 | -56.5% | 0.23% | -60.5% |
| Q4 2016 | $815,000 | +6.8% | 4,931 | 0.0% | 0.59% | -12.8% |
| Q3 2016 | $763,000 | +0.9% | 4,931 | -2.6% | 0.68% | +17.3% |
| Q2 2016 | $756,000 | +22.3% | 5,063 | +18.2% | 0.58% | +36.2% |
| Q1 2016 | $618,000 | +8.2% | 4,285 | +4.5% | 0.42% | +4.7% |
| Q4 2015 | $571,000 | +6.7% | 4,101 | +4.8% | 0.41% | -12.9% |
| Q3 2015 | $535,000 | -51.6% | 3,914 | -46.9% | 0.47% | -42.9% |
| Q2 2015 | $1,106,000 | +2.9% | 7,371 | +4.2% | 0.82% | -10.0% |
| Q1 2015 | $1,075,000 | +10.7% | 7,074 | +5.5% | 0.91% | +41.7% |
| Q4 2014 | $971,000 | – | 6,704 | – | 0.64% | – |
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% |