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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,565,237 | +32.9% | 5,648 | +19.6% | 0.91% | +21.7% |
| Q3 2023 | $1,177,868 | -2.8% | 4,724 | +1.9% | 0.75% | -2.0% |
| Q2 2023 | $1,212,418 | +9.5% | 4,637 | +4.8% | 0.76% | +3.0% |
| Q1 2023 | $1,107,009 | +8.1% | 4,425 | +4.5% | 0.74% | +2.6% |
| Q4 2022 | $1,024,039 | +25.0% | 4,233 | +13.2% | 0.72% | +21.9% |
| Q3 2022 | $819,000 | -3.8% | 3,738 | -0.6% | 0.59% | +8.0% |
| Q2 2022 | $851,000 | -69.9% | 3,762 | -64.3% | 0.55% | -65.9% |
| Q1 2022 | $2,827,000 | -9.6% | 10,534 | -4.7% | 1.61% | +3.1% |
| Q4 2021 | $3,128,000 | +14.2% | 11,048 | +6.2% | 1.56% | +1.8% |
| Q3 2021 | $2,738,000 | +6.0% | 10,406 | +8.2% | 1.54% | +3.8% |
| Q2 2021 | $2,583,000 | +48.8% | 9,613 | +44.1% | 1.48% | +37.5% |
| Q1 2021 | $1,736,000 | +61.6% | 6,672 | +42.7% | 1.08% | +54.6% |
| Q4 2020 | $1,074,000 | +10.0% | 4,674 | -11.3% | 0.70% | -2.7% |
| Q3 2020 | $976,000 | -54.0% | 5,267 | -55.9% | 0.72% | -63.0% |
| Q2 2020 | $2,121,000 | +23.5% | 11,931 | -0.1% | 1.93% | -0.8% |
| Q1 2020 | $1,718,000 | – | 11,944 | – | 1.95% | – |
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% |