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 | $5,251,938 | +29.6% | 20,967 | +35.3% | 0.41% | +32.9% |
| Q2 2023 | $4,051,515 | +3.2% | 15,495 | -1.2% | 0.31% | +1.0% |
| Q1 2023 | $3,925,010 | -8.7% | 15,690 | -11.8% | 0.30% | -12.6% |
| Q4 2022 | $4,301,348 | +14.2% | 17,782 | +3.5% | 0.35% | -2.5% |
| Q3 2022 | $3,768,000 | -6.1% | 17,184 | -3.1% | 0.36% | +5.3% |
| Q2 2022 | $4,012,000 | -13.5% | 17,732 | +2.6% | 0.34% | -0.6% |
| Q1 2022 | $4,640,000 | -33.1% | 17,290 | -29.4% | 0.34% | -13.5% |
| Q4 2021 | $6,934,000 | +7.0% | 24,496 | -0.5% | 0.39% | -0.5% |
| Q3 2021 | $6,478,000 | -2.6% | 24,624 | -0.5% | 0.40% | -4.8% |
| Q2 2021 | $6,648,000 | -0.0% | 24,739 | -3.2% | 0.42% | -10.9% |
| Q1 2021 | $6,650,000 | +12.0% | 25,548 | -1.1% | 0.47% | +4.7% |
| Q4 2020 | $5,938,000 | +12.5% | 25,836 | -9.2% | 0.45% | -2.8% |
| Q3 2020 | $5,276,000 | -12.9% | 28,469 | -16.4% | 0.46% | -21.9% |
| Q2 2020 | $6,055,000 | +26.6% | 34,051 | +2.4% | 0.59% | +11.6% |
| Q1 2020 | $4,782,000 | -37.2% | 33,239 | -10.2% | 0.53% | -30.2% |
| Q4 2019 | $7,619,000 | +88.7% | 37,019 | +77.1% | 0.76% | -24.9% |
| Q3 2019 | $4,038,000 | -62.4% | 20,899 | -62.2% | 1.00% | -7.6% |
| Q2 2019 | $10,749,000 | -8.8% | 55,329 | -11.1% | 1.09% | -10.5% |
| Q1 2019 | $11,782,000 | +26.8% | 62,211 | +11.1% | 1.22% | +9.4% |
| Q4 2018 | $9,295,000 | +188.8% | 55,975 | +251.6% | 1.11% | +22.8% |
| Q3 2018 | $3,218,000 | – | 15,922 | – | 0.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |