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 | $2,203,926 | -6.2% | 8,839 | -1.7% | 0.40% | -4.6% |
| Q2 2023 | $2,350,695 | -3.1% | 8,990 | -7.3% | 0.42% | -8.0% |
| Q1 2023 | $2,425,377 | +2.6% | 9,695 | -0.8% | 0.45% | -13.4% |
| Q4 2022 | $2,365,019 | +8.2% | 9,777 | -1.9% | 0.52% | -1.3% |
| Q3 2022 | $2,185,000 | -4.3% | 9,966 | -1.2% | 0.53% | -1.1% |
| Q2 2022 | $2,283,000 | -14.9% | 10,092 | +0.9% | 0.54% | +2.7% |
| Q1 2022 | $2,683,000 | -9.1% | 9,998 | -4.1% | 0.52% | +4.0% |
| Q4 2021 | $2,950,000 | +6.2% | 10,422 | -1.3% | 0.50% | -0.8% |
| Q3 2021 | $2,778,000 | -1.9% | 10,560 | +0.2% | 0.50% | -2.1% |
| Q2 2021 | $2,833,000 | +5.7% | 10,543 | +2.4% | 0.52% | -2.3% |
| Q1 2021 | $2,680,000 | +4.7% | 10,297 | -7.5% | 0.53% | -7.0% |
| Q4 2020 | $2,559,000 | +21.1% | 11,136 | -2.4% | 0.57% | +1.8% |
| Q3 2020 | $2,113,000 | -37.8% | 11,405 | -40.3% | 0.56% | -43.6% |
| Q2 2020 | $3,398,000 | -10.0% | 19,108 | -27.2% | 0.99% | -26.9% |
| Q1 2020 | $3,774,000 | -27.3% | 26,236 | +4.0% | 1.35% | -15.6% |
| Q4 2019 | $5,192,000 | -0.1% | 25,228 | -6.2% | 1.60% | -7.6% |
| Q3 2019 | $5,196,000 | -33.4% | 26,891 | -33.0% | 1.74% | -33.3% |
| Q2 2019 | $7,800,000 | +8.9% | 40,155 | +6.2% | 2.60% | +5.2% |
| Q1 2019 | $7,160,000 | +2.6% | 37,803 | -10.1% | 2.47% | -13.3% |
| Q4 2018 | $6,981,000 | -19.1% | 42,038 | -2.0% | 2.86% | -4.6% |
| Q3 2018 | $8,631,000 | +19.3% | 42,878 | +15.4% | 2.99% | +9.0% |
| Q2 2018 | $7,237,000 | +6.6% | 37,153 | +2.6% | 2.75% | -0.1% |
| Q1 2018 | $6,789,000 | +0.8% | 36,194 | +1.9% | 2.75% | -2.9% |
| Q4 2017 | $6,738,000 | +24.8% | 35,504 | +17.7% | 2.83% | +17.8% |
| Q3 2017 | $5,397,000 | +2.5% | 30,167 | -0.3% | 2.40% | -8.3% |
| Q2 2017 | $5,264,000 | +9.3% | 30,261 | +7.6% | 2.62% | +5.1% |
| Q1 2017 | $4,817,000 | +16.1% | 28,131 | +12.1% | 2.49% | -0.5% |
| Q4 2016 | $4,148,000 | – | 25,087 | – | 2.50% | – |
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% |