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 | $5,267,269 | -4.6% | 21,124 | 0.0% | 1.19% | -1.7% |
| Q2 2023 | $5,523,504 | +5.6% | 21,124 | +1.0% | 1.21% | +1.3% |
| Q1 2023 | $5,230,595 | +0.6% | 20,909 | -2.7% | 1.20% | -3.6% |
| Q4 2022 | $5,200,393 | +8.3% | 21,499 | -1.8% | 1.24% | +4.5% |
| Q3 2022 | $4,802,000 | -3.1% | 21,899 | 0.0% | 1.19% | +3.7% |
| Q2 2022 | $4,954,000 | -15.7% | 21,899 | 0.0% | 1.14% | +0.1% |
| Q1 2022 | $5,876,000 | -5.9% | 21,899 | -0.7% | 1.14% | -1.9% |
| Q4 2021 | $6,244,000 | +4.2% | 22,059 | -3.2% | 1.16% | -1.1% |
| Q3 2021 | $5,995,000 | -1.8% | 22,790 | +0.3% | 1.18% | +1.6% |
| Q2 2021 | $6,104,000 | +3.7% | 22,715 | +0.5% | 1.16% | -3.3% |
| Q1 2021 | $5,884,000 | +14.2% | 22,605 | +0.8% | 1.20% | +6.8% |
| Q4 2020 | $5,152,000 | +17.4% | 22,415 | -5.4% | 1.12% | +5.2% |
| Q3 2020 | $4,390,000 | -11.4% | 23,692 | -15.0% | 1.07% | -18.4% |
| Q2 2020 | $4,954,000 | +11.8% | 27,862 | -9.5% | 1.31% | -2.8% |
| Q1 2020 | $4,431,000 | -34.0% | 30,803 | -5.5% | 1.34% | -17.2% |
| Q4 2019 | $6,711,000 | +5.3% | 32,608 | -1.1% | 1.62% | -1.2% |
| Q3 2019 | $6,373,000 | -2.0% | 32,983 | -1.5% | 1.64% | -4.1% |
| Q2 2019 | $6,506,000 | +4.0% | 33,490 | +1.4% | 1.71% | -3.3% |
| Q1 2019 | $6,254,000 | +13.6% | 33,019 | -0.4% | 1.77% | -1.5% |
| Q4 2018 | $5,505,000 | -16.1% | 33,149 | +1.7% | 1.80% | +0.1% |
| Q3 2018 | $6,559,000 | +8.5% | 32,584 | +5.0% | 1.80% | -0.6% |
| Q2 2018 | $6,045,000 | +3.7% | 31,036 | -0.1% | 1.81% | -6.5% |
| Q1 2018 | $5,827,000 | -1.2% | 31,064 | 0.0% | 1.94% | +1.6% |
| Q4 2017 | $5,895,000 | +6.4% | 31,064 | +0.3% | 1.90% | -0.4% |
| Q3 2017 | $5,541,000 | +6.0% | 30,974 | +3.1% | 1.91% | -0.7% |
| Q2 2017 | $5,225,000 | +7.5% | 30,039 | +5.7% | 1.92% | +1.5% |
| Q1 2017 | $4,862,000 | +10.0% | 28,406 | +6.2% | 1.90% | +2.4% |
| Q4 2016 | $4,421,000 | +20.2% | 26,736 | +12.4% | 1.85% | +11.7% |
| Q3 2016 | $3,678,000 | +1.0% | 23,776 | -2.5% | 1.66% | +0.7% |
| Q2 2016 | $3,642,000 | +5.4% | 24,380 | +1.7% | 1.65% | -1.7% |
| Q1 2016 | $3,454,000 | +3.4% | 23,980 | 0.0% | 1.67% | +2.9% |
| Q4 2015 | $3,341,000 | – | 23,980 | – | 1.63% | – |
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% |