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 | $464,290 | -15.9% | 1,862 | -11.8% | 0.11% | -12.5% |
| Q2 2023 | $551,985 | +5.5% | 2,111 | +0.9% | 0.13% | 0.0% |
| Q1 2023 | $523,335 | +3.4% | 2,092 | 0.0% | 0.13% | -3.0% |
| Q4 2022 | $506,034 | +4.3% | 2,092 | -5.4% | 0.13% | -4.3% |
| Q3 2022 | $485,000 | +3.2% | 2,212 | +6.5% | 0.14% | +7.0% |
| Q2 2022 | $470,000 | -16.7% | 2,077 | -1.2% | 0.13% | -1.5% |
| Q1 2022 | $564,000 | -5.2% | 2,103 | 0.0% | 0.13% | -4.4% |
| Q4 2021 | $595,000 | +7.6% | 2,103 | 0.0% | 0.14% | +0.7% |
| Q3 2021 | $553,000 | +1.3% | 2,103 | +3.5% | 0.14% | 0.0% |
| Q2 2021 | $546,000 | +8.1% | 2,031 | +4.7% | 0.14% | +11.5% |
| Q1 2021 | $505,000 | +9.5% | 1,939 | -3.2% | 0.12% | +1.7% |
| Q4 2020 | $461,000 | +29.9% | 2,004 | +4.7% | 0.12% | +13.2% |
| Q3 2020 | $355,000 | +4.4% | 1,914 | 0.0% | 0.11% | -1.9% |
| Q2 2020 | $340,000 | +14.9% | 1,914 | -6.9% | 0.11% | -5.3% |
| Q1 2020 | $296,000 | -23.9% | 2,056 | +8.7% | 0.11% | -3.4% |
| Q4 2019 | $389,000 | +6.3% | 1,892 | 0.0% | 0.12% | -1.7% |
| Q3 2019 | $366,000 | -0.5% | 1,892 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $368,000 | +5.4% | 1,892 | +2.7% | 0.12% | +0.8% |
| Q1 2019 | $349,000 | +14.1% | 1,842 | 0.0% | 0.12% | +3.5% |
| Q4 2018 | $306,000 | +0.3% | 1,842 | +21.7% | 0.12% | +11.7% |
| Q3 2018 | $305,000 | +3.4% | 1,513 | 0.0% | 0.10% | -3.7% |
| Q2 2018 | $295,000 | +3.9% | 1,513 | 0.0% | 0.11% | +2.9% |
| Q1 2018 | $284,000 | -1.0% | 1,513 | 0.0% | 0.10% | -1.0% |
| Q4 2017 | $287,000 | +11.7% | 1,513 | +5.2% | 0.10% | +14.1% |
| Q3 2017 | $257,000 | +2.8% | 1,438 | 0.0% | 0.09% | -1.1% |
| Q2 2017 | $250,000 | -17.2% | 1,438 | -18.4% | 0.09% | -18.4% |
| Q1 2017 | $302,000 | +8.2% | 1,763 | +4.3% | 0.11% | +1.8% |
| Q4 2016 | $279,000 | +19.2% | 1,690 | +11.7% | 0.11% | +14.3% |
| Q3 2016 | $234,000 | +15.3% | 1,513 | +8.1% | 0.10% | -8.4% |
| Q4 2014 | $203,000 | – | 1,400 | – | 0.11% | – |
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% |