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 2022 | $426,000 | -3.0% | 1,945 | +0.3% | 0.06% | +3.6% |
| Q2 2022 | $439,000 | -15.6% | 1,939 | +0.2% | 0.06% | 0.0% |
| Q1 2022 | $520,000 | +1.4% | 1,936 | +0.2% | 0.06% | +9.8% |
| Q4 2021 | $513,000 | -3.0% | 1,933 | +0.2% | 0.05% | -7.3% |
| Q3 2021 | $529,000 | +5.0% | 1,930 | +1.6% | 0.06% | 0.0% |
| Q2 2021 | $504,000 | -2.5% | 1,900 | +0.2% | 0.06% | -14.1% |
| Q1 2021 | $517,000 | -17.7% | 1,897 | -25.3% | 0.06% | -26.4% |
| Q4 2020 | $628,000 | +21.7% | 2,541 | +0.2% | 0.09% | +10.1% |
| Q3 2020 | $516,000 | +50.0% | 2,537 | +26.7% | 0.08% | +9.7% |
| Q2 2020 | $344,000 | -2.3% | 2,002 | -18.2% | 0.07% | -25.0% |
| Q1 2020 | $352,000 | -30.2% | 2,447 | +0.0% | 0.10% | -16.5% |
| Q4 2019 | $504,000 | +5.7% | 2,446 | -0.9% | 0.12% | -6.5% |
| Q3 2019 | $477,000 | +50.5% | 2,469 | +51.5% | 0.12% | +51.9% |
| Q2 2019 | $317,000 | -32.1% | 1,630 | -33.9% | 0.08% | -36.2% |
| Q1 2019 | $467,000 | +14.5% | 2,465 | +0.1% | 0.13% | +1.6% |
| Q4 2018 | $408,000 | +20.0% | 2,463 | +41.8% | 0.12% | +28.9% |
| Q3 2018 | $340,000 | -2.3% | 1,737 | +0.2% | 0.10% | +2.1% |
| Q2 2018 | $348,000 | – | 1,734 | – | 0.10% | – |
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% |