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 | $3,240,868 | +17.6% | 12,997 | +23.3% | 0.06% | +18.0% |
| Q2 2023 | $2,756,590 | +27.4% | 10,542 | +21.9% | 0.05% | +4.2% |
| Q1 2023 | $2,164,159 | -6.3% | 8,651 | -9.4% | 0.05% | -15.8% |
| Q4 2022 | $2,308,940 | +33.9% | 9,545 | +21.3% | 0.06% | +16.3% |
| Q3 2022 | $1,725,000 | -36.9% | 7,867 | -34.9% | 0.05% | -37.2% |
| Q2 2022 | $2,733,000 | -8.5% | 12,081 | +8.5% | 0.08% | +2.6% |
| Q1 2022 | $2,988,000 | -37.9% | 11,131 | -34.6% | 0.08% | -37.2% |
| Q4 2021 | $4,814,000 | +147.0% | 17,009 | +129.6% | 0.12% | +116.1% |
| Q3 2021 | $1,949,000 | -1.2% | 7,408 | +0.4% | 0.06% | -12.5% |
| Q2 2021 | $1,973,000 | +5.7% | 7,382 | +2.9% | 0.06% | -12.3% |
| Q1 2021 | $1,866,000 | -63.2% | 7,173 | -67.5% | 0.07% | -67.6% |
| Q4 2020 | $5,067,000 | +398.2% | 22,049 | +318.7% | 0.22% | +281.4% |
| Q3 2020 | $1,017,000 | +39.3% | 5,266 | +26.2% | 0.06% | +18.0% |
| Q2 2020 | $730,000 | -17.2% | 4,174 | -24.9% | 0.05% | -29.6% |
| Q1 2020 | $882,000 | -44.5% | 5,557 | -28.0% | 0.07% | -45.0% |
| Q4 2019 | $1,589,000 | -12.2% | 7,723 | -15.0% | 0.13% | -14.0% |
| Q3 2019 | $1,810,000 | -8.4% | 9,088 | -12.1% | 0.15% | -20.2% |
| Q2 2019 | $1,977,000 | +13.9% | 10,338 | +12.8% | 0.19% | +40.3% |
| Q1 2019 | $1,736,000 | +12.4% | 9,164 | +10.6% | 0.13% | -33.3% |
| Q4 2018 | $1,544,000 | – | 8,289 | – | 0.20% | – |
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% |