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 | $206 | -7.2% | 827 | -2.4% | 0.03% | -3.0% |
| Q2 2023 | $222 | +5.2% | 847 | +0.2% | 0.03% | 0.0% |
| Q1 2023 | $211 | +3.4% | 845 | +0.5% | 0.03% | -2.9% |
| Q4 2022 | $204 | -99.9% | 841 | -9.5% | 0.03% | -10.5% |
| Q3 2022 | $204,000 | +0.5% | 929 | +3.5% | 0.04% | +5.6% |
| Q2 2022 | $203,000 | -15.4% | 898 | +0.3% | 0.04% | -16.3% |
| Q1 2022 | $240,000 | -5.1% | 895 | +0.2% | 0.04% | -10.4% |
| Q4 2021 | $253,000 | +8.6% | 893 | +0.7% | 0.05% | -2.0% |
| Q3 2021 | $233,000 | -2.1% | 887 | 0.0% | 0.05% | -3.9% |
| Q2 2021 | $238,000 | +3.5% | 887 | +0.6% | 0.05% | -5.6% |
| Q1 2021 | $230,000 | +13.3% | 882 | 0.0% | 0.05% | +8.0% |
| Q4 2020 | $203,000 | -26.2% | 882 | -53.9% | 0.05% | -41.9% |
| Q1 2020 | $275,000 | -14.9% | 1,913 | +21.9% | 0.09% | +6.2% |
| Q4 2019 | $323,000 | +7.0% | 1,569 | +0.3% | 0.08% | +3.8% |
| Q3 2019 | $302,000 | -0.7% | 1,565 | 0.0% | 0.08% | -3.7% |
| Q2 2019 | $304,000 | +7.0% | 1,565 | 0.0% | 0.08% | +17.4% |
| Q1 2019 | $284,000 | +8.8% | 1,565 | -0.6% | 0.07% | -5.5% |
| Q4 2018 | $261,000 | – | 1,574 | – | 0.07% | – |
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% |