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 | $2,762,614 | -17.3% | 11,079 | -13.3% | 0.28% | -20.5% |
| Q2 2023 | $3,341,010 | +6.0% | 12,777 | +1.4% | 0.36% | -4.8% |
| Q1 2023 | $3,153,017 | -11.0% | 12,604 | -13.9% | 0.37% | -19.0% |
| Q4 2022 | $3,542,738 | +8.7% | 14,646 | -1.4% | 0.46% | -2.7% |
| Q3 2022 | $3,258,000 | +1.5% | 14,857 | +4.7% | 0.48% | +6.0% |
| Q2 2022 | $3,210,000 | -16.5% | 14,187 | -1.0% | 0.45% | -11.3% |
| Q1 2022 | $3,845,000 | -8.6% | 14,330 | -3.6% | 0.50% | -7.0% |
| Q4 2021 | $4,206,000 | +3.0% | 14,859 | -4.2% | 0.54% | -4.2% |
| Q3 2021 | $4,082,000 | -1.7% | 15,517 | +0.4% | 0.57% | -3.6% |
| Q2 2021 | $4,151,000 | -9.1% | 15,448 | -12.0% | 0.59% | -15.9% |
| Q1 2021 | $4,568,000 | +0.8% | 17,548 | -11.0% | 0.70% | -7.5% |
| Q4 2020 | $4,532,000 | – | 19,719 | – | 0.76% | – |
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% |