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 | $733,089 | -6.0% | 2,972 | +0.2% | 0.42% | -3.2% |
| Q2 2023 | $780,230 | +5.7% | 2,967 | +0.5% | 0.43% | +3.8% |
| Q1 2023 | $738,425 | +1.0% | 2,952 | +0.1% | 0.42% | -1.9% |
| Q4 2022 | $731,229 | +10.3% | 2,948 | +0.2% | 0.43% | +3.6% |
| Q3 2022 | $663,000 | +7.3% | 2,943 | +8.8% | 0.41% | +14.2% |
| Q2 2022 | $618,000 | -12.7% | 2,706 | +0.1% | 0.36% | -3.7% |
| Q1 2022 | $708,000 | +1.4% | 2,703 | +0.1% | 0.37% | -5.3% |
| Q4 2021 | $698,000 | -7.4% | 2,699 | -0.3% | 0.40% | -4.1% |
| Q3 2021 | $754,000 | +2.7% | 2,708 | -0.8% | 0.41% | -3.7% |
| Q2 2021 | $734,000 | +6.4% | 2,730 | +5.6% | 0.43% | +1.2% |
| Q1 2021 | $690,000 | +3.8% | 2,585 | -4.2% | 0.42% | +0.7% |
| Q4 2020 | $665,000 | +25.5% | 2,699 | +1.9% | 0.42% | +13.2% |
| Q3 2020 | $530,000 | +8.2% | 2,649 | +0.8% | 0.37% | -5.4% |
| Q2 2020 | $490,000 | +1.4% | 2,629 | -12.7% | 0.39% | -10.7% |
| Q1 2020 | $483,000 | -33.0% | 3,011 | -14.0% | 0.44% | -29.6% |
| Q4 2019 | $721,000 | – | 3,501 | – | 0.62% | – |
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% |