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 | $1,038,294 | -6.5% | 4,164 | -2.0% | 0.48% | -3.6% |
| Q2 2023 | $1,110,506 | +3.7% | 4,247 | -0.7% | 0.50% | -3.9% |
| Q1 2023 | $1,070,435 | +8.1% | 4,279 | +4.5% | 0.52% | +1.6% |
| Q4 2022 | $990,298 | +4.0% | 4,094 | -5.7% | 0.51% | -1.0% |
| Q3 2022 | $952,000 | -6.4% | 4,340 | -3.5% | 0.51% | -3.9% |
| Q2 2022 | $1,017,000 | -15.5% | 4,496 | +0.3% | 0.53% | -3.6% |
| Q1 2022 | $1,203,000 | -5.2% | 4,483 | 0.0% | 0.55% | -2.6% |
| Q4 2021 | $1,269,000 | +6.7% | 4,483 | -0.8% | 0.57% | -3.6% |
| Q3 2021 | $1,189,000 | -4.9% | 4,519 | -2.8% | 0.59% | -7.1% |
| Q2 2021 | $1,250,000 | +1.1% | 4,650 | -2.1% | 0.64% | -6.8% |
| Q1 2021 | $1,236,000 | +9.8% | 4,750 | -3.0% | 0.68% | +2.7% |
| Q4 2020 | $1,126,000 | +25.3% | 4,899 | +0.9% | 0.66% | +10.9% |
| Q3 2020 | $899,000 | +6.4% | 4,853 | +2.1% | 0.60% | -3.7% |
| Q2 2020 | $845,000 | +16.4% | 4,753 | -5.8% | 0.62% | -2.2% |
| Q1 2020 | $726,000 | -36.2% | 5,047 | -8.7% | 0.64% | -21.4% |
| Q4 2019 | $1,138,000 | +13.0% | 5,529 | +6.1% | 0.81% | -18.7% |
| Q3 2019 | $1,007,000 | -4.9% | 5,211 | -4.4% | 0.99% | -5.3% |
| Q2 2019 | $1,059,000 | -1.8% | 5,452 | -4.2% | 1.05% | -5.9% |
| Q1 2019 | $1,078,000 | +4.9% | 5,691 | -8.1% | 1.12% | -4.8% |
| Q4 2018 | $1,028,000 | -19.9% | 6,193 | -2.9% | 1.17% | -5.5% |
| Q3 2018 | $1,284,000 | +4.6% | 6,381 | +1.3% | 1.24% | -6.0% |
| Q2 2018 | $1,227,000 | +2.6% | 6,301 | -1.2% | 1.32% | +0.9% |
| Q1 2018 | $1,196,000 | +3.3% | 6,376 | +4.5% | 1.31% | +3.1% |
| Q4 2017 | $1,158,000 | – | 6,103 | – | 1.27% | – |
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% |