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 | $2,067,439 | -4.9% | 8,291 | -0.3% | 0.45% | -1.3% |
| Q2 2023 | $2,173,504 | +3.2% | 8,312 | -1.2% | 0.46% | -1.7% |
| Q1 2023 | $2,105,582 | +2.1% | 8,417 | -1.3% | 0.46% | -1.5% |
| Q4 2022 | $2,062,947 | +7.5% | 8,528 | -2.6% | 0.47% | -4.3% |
| Q3 2022 | $1,919,000 | -19.8% | 8,752 | -17.2% | 0.49% | -15.8% |
| Q2 2022 | $2,393,000 | +6.2% | 10,576 | +26.0% | 0.58% | +16.8% |
| Q1 2022 | $2,253,000 | -1.2% | 8,395 | +4.2% | 0.50% | -2.0% |
| Q4 2021 | $2,280,000 | 0.0% | 8,053 | -7.1% | 0.51% | -12.8% |
| Q3 2021 | $2,280,000 | -1.8% | 8,667 | +0.4% | 0.58% | -29.0% |
| Q2 2021 | $2,321,000 | +2.2% | 8,635 | -1.0% | 0.82% | -6.3% |
| Q1 2021 | $2,271,000 | +10.8% | 8,725 | -2.1% | 0.88% | +4.2% |
| Q4 2020 | $2,049,000 | +18.6% | 8,916 | -4.4% | 0.84% | +4.2% |
| Q3 2020 | $1,728,000 | +4.3% | 9,324 | +0.1% | 0.81% | -3.7% |
| Q2 2020 | $1,657,000 | -13.5% | 9,319 | -30.0% | 0.84% | -33.4% |
| Q1 2020 | $1,916,000 | +432.2% | 13,318 | +661.0% | 1.26% | +503.3% |
| Q4 2019 | $360,000 | +80.0% | 1,750 | +68.8% | 0.21% | +46.2% |
| Q3 2019 | $200,000 | -1.5% | 1,037 | -0.7% | 0.14% | -6.5% |
| Q2 2019 | $203,000 | -4.2% | 1,044 | -4.1% | 0.15% | +19.5% |
| Q1 2019 | $212,000 | +4.4% | 1,089 | -10.8% | 0.13% | -29.7% |
| Q4 2018 | $203,000 | – | 1,221 | – | 0.18% | – |
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% |