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 | $2,229,830 | -6.0% | 8,943 | -1.4% | 2.06% | +1.9% |
| Q2 2023 | $2,370,989 | +4.9% | 9,068 | +0.4% | 2.02% | +2.7% |
| Q1 2023 | $2,259,621 | +8.5% | 9,033 | +4.9% | 1.97% | +5.3% |
| Q4 2022 | $2,083,273 | +5.2% | 8,612 | -4.7% | 1.87% | -5.7% |
| Q3 2022 | $1,981,151 | -2.9% | 9,036 | +0.2% | 1.98% | +4.3% |
| Q2 2022 | $2,040,000 | -21.1% | 9,017 | -6.4% | 1.90% | -0.7% |
| Q1 2022 | $2,586,000 | -4.5% | 9,636 | +0.7% | 1.92% | -0.7% |
| Q4 2021 | $2,708,000 | +7.4% | 9,567 | -0.2% | 1.93% | -1.0% |
| Q3 2021 | $2,521,000 | -2.9% | 9,584 | -0.8% | 1.95% | -0.4% |
| Q2 2021 | $2,597,000 | +1.4% | 9,662 | -1.8% | 1.96% | -1.7% |
| Q1 2021 | $2,562,000 | +5.8% | 9,842 | -6.6% | 1.99% | +7.2% |
| Q4 2020 | $2,421,000 | +18.8% | 10,534 | -4.2% | 1.86% | +8.2% |
| Q3 2020 | $2,038,000 | -5.3% | 10,998 | -9.1% | 1.72% | -0.3% |
| Q2 2020 | $2,152,000 | +9.9% | 12,100 | -11.1% | 1.72% | -1.6% |
| Q1 2020 | $1,958,000 | -28.5% | 13,614 | +2.3% | 1.75% | -8.2% |
| Q4 2019 | $2,739,000 | +6.7% | 13,309 | +0.2% | 1.91% | 0.0% |
| Q3 2019 | $2,568,000 | -0.8% | 13,287 | -0.3% | 1.91% | -2.2% |
| Q2 2019 | $2,590,000 | +1.1% | 13,330 | -1.5% | 1.95% | -2.4% |
| Q1 2019 | $2,563,000 | +13.7% | 13,531 | -0.4% | 2.00% | -0.3% |
| Q4 2018 | $2,255,000 | -5.6% | 13,582 | +14.4% | 2.00% | -6.7% |
| Q3 2018 | $2,390,000 | +4.3% | 11,875 | +0.9% | 2.15% | -4.0% |
| Q2 2018 | $2,292,000 | -1.8% | 11,765 | -5.4% | 2.24% | -2.9% |
| Q1 2018 | $2,333,000 | -0.2% | 12,438 | +1.0% | 2.30% | +1.6% |
| Q4 2017 | $2,337,000 | – | 12,313 | – | 2.27% | – |
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% |