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 | $871,478 | +0.2% | 3,495 | +0.5% | 0.63% | -0.6% |
| Q2 2023 | $870,056 | 0.0% | 3,478 | 0.0% | 0.63% | 0.0% |
| Q1 2023 | $870,056 | -23.1% | 3,478 | -25.7% | 0.63% | -25.8% |
| Q4 2022 | $1,131,561 | +10.3% | 4,678 | 0.0% | 0.85% | +4.9% |
| Q3 2022 | $1,026,000 | -3.0% | 4,678 | 0.0% | 0.81% | +5.0% |
| Q2 2022 | $1,058,000 | -15.7% | 4,678 | 0.0% | 0.77% | -1.3% |
| Q1 2022 | $1,255,000 | -5.2% | 4,678 | 0.0% | 0.78% | -1.8% |
| Q4 2021 | $1,324,000 | +7.6% | 4,678 | 0.0% | 0.80% | -1.6% |
| Q3 2021 | $1,231,000 | -2.1% | 4,678 | 0.0% | 0.81% | -6.4% |
| Q2 2021 | $1,257,000 | +3.2% | 4,678 | 0.0% | 0.86% | -4.9% |
| Q1 2021 | $1,218,000 | +52.4% | 4,678 | +34.5% | 0.91% | +36.8% |
| Q4 2020 | $799,000 | +23.9% | 3,478 | 0.0% | 0.66% | +8.3% |
| Q3 2020 | $645,000 | +4.4% | 3,478 | 0.0% | 0.61% | -5.7% |
| Q2 2020 | $618,000 | +27.4% | 3,478 | +3.3% | 0.65% | +10.5% |
| Q1 2020 | $485,000 | -30.0% | 3,368 | 0.0% | 0.59% | -10.8% |
| Q4 2019 | $693,000 | – | 3,368 | – | 0.66% | – |
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% |