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 | $667,510 | -2.6% | 2,677 | +2.1% | 0.23% | +0.4% |
| Q2 2023 | $685,601 | +3.5% | 2,622 | -1.0% | 0.23% | -6.2% |
| Q1 2023 | $662,424 | +101188.1% | 2,648 | -2.1% | 0.24% | +1.3% |
| Q4 2022 | $654 | -99.9% | 2,704 | +1.5% | 0.24% | +12.8% |
| Q3 2022 | $584,000 | -8.9% | 2,664 | -6.0% | 0.21% | +1.4% |
| Q2 2022 | $641,000 | -15.4% | 2,833 | +0.3% | 0.21% | +7.2% |
| Q1 2022 | $758,000 | -5.1% | 2,824 | 0.0% | 0.19% | +7.8% |
| Q4 2021 | $799,000 | +42.2% | 2,824 | +32.1% | 0.18% | +39.5% |
| Q3 2021 | $562,000 | -2.1% | 2,137 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $574,000 | -1.4% | 2,137 | -4.4% | 0.13% | -13.4% |
| Q1 2021 | $582,000 | +37.9% | 2,235 | +21.6% | 0.15% | +35.5% |
| Q4 2020 | $422,000 | +12.8% | 1,838 | -9.0% | 0.11% | +4.8% |
| Q3 2020 | $374,000 | -24.1% | 2,020 | -27.1% | 0.10% | -33.5% |
| Q2 2020 | $493,000 | +24.8% | 2,772 | +0.9% | 0.16% | 0.0% |
| Q1 2020 | $395,000 | – | 2,748 | – | 0.16% | – |
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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% |