ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,863 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,368,469 | -4.6% | 13,509 | 0.0% | 0.55% | +8.0% |
| Q2 2023 | $3,532,333 | +4.5% | 13,509 | 0.0% | 0.51% | +1.8% |
| Q1 2023 | $3,379,411 | +3.4% | 13,509 | 0.0% | 0.50% | +738.3% |
| Q4 2022 | $3,267,692 | +10.3% | 13,509 | 0.0% | 0.06% | +20.0% |
| Q3 2022 | $2,962,000 | -3.1% | 13,509 | 0.0% | 0.05% | -3.8% |
| Q2 2022 | $3,056,000 | -15.7% | 13,509 | 0.0% | 0.05% | -8.8% |
| Q1 2022 | $3,625,000 | -5.2% | 13,509 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $3,824,000 | +7.6% | 13,509 | 0.0% | 0.06% | -4.8% |
| Q3 2021 | $3,554,000 | -2.1% | 13,509 | 0.0% | 0.06% | -6.1% |
| Q2 2021 | $3,630,000 | +3.2% | 13,509 | 0.0% | 0.07% | -4.3% |
| Q1 2021 | $3,516,000 | +13.2% | 13,509 | 0.0% | 0.07% | +9.5% |
| Q4 2020 | $3,105,000 | +24.1% | 13,509 | 0.0% | 0.06% | +5.0% |
| Q3 2020 | $2,503,000 | +4.2% | 13,509 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $2,402,000 | +23.6% | 13,509 | 0.0% | 0.06% | +28.3% |
| Q1 2020 | $1,943,000 | -30.1% | 13,509 | 0.0% | 0.05% | +2.2% |
| Q4 2019 | $2,780,000 | -90.5% | 13,509 | -93.7% | 0.04% | -93.7% |
| Q3 2014 | $29,276,000 | -5.3% | 214,100 | -0.9% | 0.71% | -3.5% |
| Q2 2014 | $30,920,000 | +4.1% | 216,100 | 0.0% | 0.74% | -1.3% |
| Q1 2014 | $29,707,000 | +2.7% | 216,100 | 0.0% | 0.75% | -0.8% |
| Q4 2013 | $28,916,000 | +7.8% | 216,100 | 0.0% | 0.75% | -4.0% |
| Q3 2013 | $26,827,000 | -3.3% | 216,100 | -10.0% | 0.78% | -5.9% |
| Q2 2013 | $27,732,000 | – | 240,100 | – | 0.83% | – |
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% |