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 | $4,624,016 | -1.9% | 18,542 | +2.8% | 0.44% | +3.6% |
| Q2 2023 | $4,714,225 | +24.8% | 18,029 | +19.4% | 0.42% | +13.5% |
| Q1 2023 | $3,777,871 | -16.6% | 15,102 | -26.9% | 0.37% | -26.4% |
| Q3 2022 | $4,529,000 | -5.9% | 20,655 | -3.0% | 0.50% | -5.6% |
| Q2 2022 | $4,815,000 | -17.7% | 21,286 | -2.4% | 0.53% | -6.2% |
| Q1 2022 | $5,851,000 | -6.4% | 21,803 | -1.1% | 0.57% | -4.5% |
| Q4 2021 | $6,251,000 | +18.8% | 22,050 | +10.2% | 0.60% | +6.4% |
| Q3 2021 | $5,264,000 | +0.3% | 20,011 | +2.5% | 0.56% | +1.4% |
| Q2 2021 | $5,247,000 | +23.6% | 19,527 | +19.7% | 0.55% | +10.0% |
| Q1 2021 | $4,245,000 | -4.5% | 16,308 | -15.7% | 0.50% | -10.0% |
| Q4 2020 | $4,446,000 | +21.7% | 19,344 | -1.9% | 0.56% | +3.1% |
| Q3 2020 | $3,652,000 | +1.6% | 19,710 | -2.5% | 0.54% | -7.0% |
| Q2 2020 | $3,596,000 | +18.8% | 20,222 | -3.9% | 0.58% | -0.3% |
| Q1 2020 | $3,027,000 | -62.3% | 21,043 | -46.0% | 0.58% | -55.1% |
| Q4 2019 | $8,025,000 | +1.7% | 38,992 | -4.5% | 1.30% | -6.6% |
| Q3 2019 | $7,892,000 | -9.0% | 40,841 | -8.5% | 1.39% | -10.7% |
| Q2 2019 | $8,672,000 | -55.3% | 44,627 | +14.3% | 1.56% | -33.8% |
| Q1 2019 | $19,379,000 | +207.7% | 39,056 | +2.2% | 2.35% | +75.0% |
| Q4 2018 | $6,298,000 | -79.5% | 38,204 | -99.3% | 1.34% | +248.4% |
| Q3 2018 | $30,705,000 | -25.8% | 5,549,427 | -31.2% | 0.39% | -17.3% |
| Q2 2018 | $41,376,000 | +353.2% | 8,062,773 | +16076.3% | 0.47% | -73.2% |
| Q1 2018 | $9,130,000 | +35.3% | 49,843 | +43.7% | 1.74% | +37.6% |
| Q4 2017 | $6,746,000 | +21.5% | 34,697 | +13.0% | 1.27% | +10.0% |
| Q3 2017 | $5,553,000 | +20.6% | 30,705 | +15.8% | 1.15% | +11.4% |
| Q2 2017 | $4,605,000 | -3.5% | 26,509 | -6.0% | 1.03% | -12.5% |
| Q1 2017 | $4,771,000 | +46.0% | 28,212 | +43.6% | 1.18% | +12.6% |
| Q4 2016 | $3,267,000 | +528.3% | 19,649 | +479.1% | 1.05% | +445.8% |
| Q3 2016 | $520,000 | – | 3,393 | – | 0.19% | – |
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% |