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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $304,000 | -89.6% | 1,344 | -87.7% | 0.23% | -65.5% |
| Q1 2022 | $2,928,000 | +0.6% | 10,912 | +6.1% | 0.66% | +7.6% |
| Q4 2021 | $2,911,000 | +34.2% | 10,283 | +24.7% | 0.62% | +26.4% |
| Q3 2021 | $2,169,000 | -3.2% | 8,244 | -1.1% | 0.49% | -4.1% |
| Q2 2021 | $2,241,000 | -7.3% | 8,339 | -10.2% | 0.51% | -15.2% |
| Q1 2021 | $2,418,000 | +1.8% | 9,290 | -10.2% | 0.60% | +37.0% |
| Q4 2020 | $2,376,000 | +17.3% | 10,340 | -5.4% | 0.44% | +2.8% |
| Q3 2020 | $2,026,000 | -6.9% | 10,934 | -10.7% | 0.43% | -9.6% |
| Q2 2020 | $2,176,000 | +23.4% | 12,239 | -0.1% | 0.47% | +3.3% |
| Q1 2020 | $1,763,000 | -37.1% | 12,254 | -10.0% | 0.46% | -23.6% |
| Q4 2019 | $2,801,000 | +3.8% | 13,609 | -2.6% | 0.60% | +24.9% |
| Q3 2019 | $2,699,000 | -11.7% | 13,967 | -10.6% | 0.48% | -31.4% |
| Q2 2019 | $3,056,000 | +13.8% | 15,622 | +10.2% | 0.70% | +36.4% |
| Q1 2019 | $2,685,000 | +11.5% | 14,178 | -2.2% | 0.51% | -1.5% |
| Q4 2018 | $2,407,000 | -27.2% | 14,496 | -11.4% | 0.52% | -21.6% |
| Q3 2018 | $3,305,000 | +2.9% | 16,353 | -0.4% | 0.66% | -4.7% |
| Q2 2018 | $3,211,000 | +4.0% | 16,414 | -0.3% | 0.70% | +1.2% |
| Q1 2018 | $3,087,000 | +6.7% | 16,457 | +7.9% | 0.69% | +0.6% |
| Q4 2017 | $2,894,000 | – | 15,250 | – | 0.68% | – |
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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% |