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 | $5,758,661 | +7.2% | 23,095 | +12.4% | 0.29% | +8.6% |
| Q2 2023 | $5,370,979 | +5.0% | 20,541 | +0.5% | 0.27% | -4.7% |
| Q1 2023 | $5,113,762 | +11.5% | 20,442 | +7.9% | 0.28% | -0.4% |
| Q4 2022 | $4,584,398 | +6.3% | 18,952 | -0.6% | 0.28% | -3.8% |
| Q3 2022 | $4,314,000 | 0.0% | 19,070 | 0.0% | 0.29% | 0.0% |
| Q2 2022 | $4,314,000 | -20.4% | 19,070 | -0.4% | 0.29% | -9.9% |
| Q4 2021 | $5,418,000 | -93.4% | 19,140 | -93.9% | 0.32% | -87.7% |
| Q3 2021 | $82,196,000 | +0.9% | 312,447 | +3.1% | 2.62% | +1.0% |
| Q2 2021 | $81,478,000 | +3.7% | 303,196 | +0.4% | 2.60% | -8.1% |
| Q1 2021 | $78,569,000 | – | 301,862 | – | 2.83% | – |
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% |