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 | $2,764,294 | -7.8% | 11,086 | -3.3% | 2.00% | -3.1% |
| Q2 2023 | $2,996,822 | -1.0% | 11,461 | -5.3% | 2.06% | +0.9% |
| Q1 2023 | $3,027,436 | +3.4% | 12,102 | 0.0% | 2.04% | +2.9% |
| Q4 2022 | $2,927,353 | +14.3% | 12,102 | +3.6% | 1.99% | +17.5% |
| Q3 2022 | $2,562,000 | -20.8% | 11,686 | -18.2% | 1.69% | -9.9% |
| Q2 2022 | $3,233,000 | -11.4% | 14,289 | +5.1% | 1.88% | -4.2% |
| Q1 2022 | $3,647,000 | +5.8% | 13,590 | +11.6% | 1.96% | -3.0% |
| Q4 2021 | $3,446,000 | +7.1% | 12,172 | -0.5% | 2.02% | -0.7% |
| Q3 2021 | $3,217,000 | -2.1% | 12,229 | 0.0% | 2.04% | +0.2% |
| Q2 2021 | $3,286,000 | +3.2% | 12,229 | 0.0% | 2.03% | -2.9% |
| Q1 2021 | $3,183,000 | +32.8% | 12,229 | +17.3% | 2.09% | +22.4% |
| Q4 2020 | $2,396,000 | +24.6% | 10,423 | +0.5% | 1.71% | +6.7% |
| Q3 2020 | $1,923,000 | +27.3% | 10,375 | +22.1% | 1.60% | +6.0% |
| Q2 2020 | $1,511,000 | +1.2% | 8,495 | -18.1% | 1.51% | +6.8% |
| Q1 2020 | $1,493,000 | -23.3% | 10,375 | +9.7% | 1.42% | -11.7% |
| Q4 2019 | $1,946,000 | +6.5% | 9,455 | 0.0% | 1.60% | +9.1% |
| Q3 2019 | $1,827,000 | -0.5% | 9,455 | 0.0% | 1.47% | -0.4% |
| Q2 2019 | $1,837,000 | +2.6% | 9,455 | 0.0% | 1.48% | -1.1% |
| Q1 2019 | $1,791,000 | +14.1% | 9,455 | 0.0% | 1.49% | +4.3% |
| Q4 2018 | $1,570,000 | -18.7% | 9,455 | -1.4% | 1.43% | -6.3% |
| Q3 2018 | $1,931,000 | +9.5% | 9,593 | +6.0% | 1.53% | -0.8% |
| Q2 2018 | $1,763,000 | +3.8% | 9,053 | 0.0% | 1.54% | +6.7% |
| Q1 2018 | $1,698,000 | -35.2% | 9,053 | -34.5% | 1.44% | -38.9% |
| Q4 2017 | $2,622,000 | +6.1% | 13,816 | 0.0% | 2.36% | +3.9% |
| Q3 2017 | $2,472,000 | +7.1% | 13,816 | +4.1% | 2.27% | +9.5% |
| Q2 2017 | $2,308,000 | +12.4% | 13,268 | +10.6% | 2.07% | +1.1% |
| Q1 2017 | $2,053,000 | -8.5% | 11,992 | -11.6% | 2.05% | -4.2% |
| Q4 2016 | $2,243,000 | – | 13,567 | – | 2.14% | – |
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% |