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 | $15,592,260 | -18.1% | 62,532 | -14.1% | 2.19% | -21.6% |
| Q2 2023 | $19,030,410 | -11.0% | 72,780 | -14.8% | 2.80% | -17.3% |
| Q1 2023 | $21,379,560 | +15.3% | 85,464 | +11.5% | 3.38% | +10.9% |
| Q4 2022 | $18,542,542 | +17.9% | 76,657 | +6.8% | 3.05% | -5.4% |
| Q3 2022 | $15,731,000 | -5.6% | 71,747 | -2.6% | 3.22% | -7.0% |
| Q2 2022 | $16,660,000 | -48.0% | 73,641 | -38.3% | 3.47% | -38.1% |
| Q1 2022 | $32,032,000 | -2.9% | 119,371 | +2.4% | 5.60% | -2.9% |
| Q4 2021 | $32,996,000 | -18.3% | 116,560 | -24.1% | 5.77% | -21.2% |
| Q3 2021 | $40,379,000 | +31.4% | 153,491 | +34.3% | 7.32% | +22.4% |
| Q2 2021 | $30,721,000 | +8.6% | 114,318 | +5.2% | 5.98% | -3.4% |
| Q1 2021 | $28,277,000 | -16.7% | 108,642 | -26.4% | 6.20% | +44.0% |
| Q4 2020 | $33,936,000 | +152.1% | 147,654 | +103.3% | 4.30% | +5.4% |
| Q3 2020 | $13,459,000 | -46.8% | 72,631 | -48.9% | 4.08% | -0.6% |
| Q2 2020 | $25,298,000 | +93.9% | 142,264 | +56.9% | 4.10% | -19.8% |
| Q1 2020 | $13,048,000 | +45.0% | 90,696 | +107.4% | 5.12% | +86.3% |
| Q4 2019 | $9,001,000 | -34.3% | 43,730 | -38.3% | 2.75% | +17.4% |
| Q3 2019 | $13,694,000 | -23.4% | 70,868 | -23.0% | 2.34% | -13.3% |
| Q2 2019 | $17,872,000 | +66.6% | 92,000 | +62.4% | 2.70% | -13.7% |
| Q1 2019 | $10,727,000 | -53.5% | 56,639 | -59.2% | 3.13% | -8.4% |
| Q4 2018 | $23,076,000 | -66.0% | 138,966 | -58.8% | 3.41% | -54.3% |
| Q3 2018 | $67,858,000 | +5.3% | 337,118 | +1.9% | 7.48% | +0.6% |
| Q2 2018 | $64,458,000 | -38.3% | 330,932 | -40.5% | 7.43% | -34.5% |
| Q1 2018 | $104,394,000 | +79.1% | 556,556 | +81.2% | 11.35% | -5.0% |
| Q4 2017 | $58,287,000 | +141.2% | 307,130 | +127.3% | 11.95% | +116.4% |
| Q3 2017 | $24,170,000 | +37.7% | 135,102 | +33.8% | 5.52% | +18.4% |
| Q2 2017 | $17,559,000 | -36.5% | 100,944 | -37.5% | 4.66% | -18.1% |
| Q1 2017 | $27,650,000 | +351.7% | 161,484 | +336.2% | 5.69% | +111.1% |
| Q4 2016 | $6,121,000 | – | 37,023 | – | 2.70% | – |
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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% |