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 | $5,293,578 | -6.1% | 21,229 | -1.5% | 0.42% | -2.6% |
| Q2 2023 | $5,635,274 | +3.0% | 21,551 | -1.5% | 0.43% | -2.3% |
| Q1 2023 | $5,471,863 | +11.2% | 21,873 | +7.5% | 0.44% | +7.1% |
| Q4 2022 | $4,919,668 | +13.0% | 20,338 | +2.4% | 0.41% | +5.1% |
| Q3 2022 | $4,354,000 | -2.5% | 19,859 | +0.6% | 0.39% | -2.7% |
| Q2 2022 | $4,467,000 | -14.4% | 19,746 | +1.6% | 0.40% | +2.0% |
| Q1 2022 | $5,216,000 | -4.8% | 19,439 | +0.4% | 0.39% | +0.3% |
| Q4 2021 | $5,480,000 | +6.3% | 19,359 | -1.2% | 0.39% | -2.5% |
| Q3 2021 | $5,154,000 | -4.6% | 19,590 | -2.5% | 0.40% | -2.4% |
| Q2 2021 | $5,401,000 | +13.1% | 20,099 | +9.6% | 0.41% | +5.6% |
| Q1 2021 | $4,775,000 | +18.4% | 18,346 | +4.5% | 0.39% | +12.7% |
| Q4 2020 | $4,034,000 | +44.0% | 17,553 | +16.1% | 0.35% | +27.1% |
| Q3 2020 | $2,801,000 | +0.6% | 15,116 | -3.4% | 0.27% | -8.1% |
| Q2 2020 | $2,784,000 | +22.5% | 15,655 | -0.9% | 0.30% | +1.4% |
| Q1 2020 | $2,273,000 | -31.6% | 15,797 | -2.1% | 0.29% | -12.3% |
| Q4 2019 | $3,321,000 | +6.5% | 16,137 | +0.0% | 0.33% | -1.2% |
| Q3 2019 | $3,118,000 | +0.0% | 16,136 | +0.6% | 0.34% | -0.6% |
| Q2 2019 | $3,117,000 | +0.1% | 16,046 | -2.4% | 0.34% | -0.3% |
| Q1 2019 | $3,115,000 | +14.4% | 16,446 | +0.3% | 0.34% | +1.8% |
| Q4 2018 | $2,724,000 | -25.5% | 16,404 | -9.7% | 0.34% | -13.0% |
| Q3 2018 | $3,655,000 | +5.4% | 18,159 | +2.0% | 0.38% | -2.0% |
| Q2 2018 | $3,468,000 | +1.7% | 17,805 | -2.0% | 0.39% | -1.0% |
| Q1 2018 | $3,409,000 | +4.2% | 18,176 | +5.5% | 0.40% | +9.1% |
| Q4 2017 | $3,271,000 | +6.4% | 17,236 | +0.3% | 0.36% | +0.3% |
| Q3 2017 | $3,075,000 | +2.2% | 17,190 | -0.7% | 0.36% | -1.1% |
| Q2 2017 | $3,010,000 | -10.0% | 17,303 | -11.4% | 0.37% | -13.2% |
| Q1 2017 | $3,343,000 | +595.0% | 19,523 | +570.7% | 0.42% | +560.9% |
| Q4 2016 | $481,000 | +49.8% | 2,911 | +40.4% | 0.06% | +48.8% |
| Q3 2016 | $321,000 | -1.2% | 2,074 | -4.6% | 0.04% | -2.3% |
| Q2 2016 | $325,000 | +1.6% | 2,174 | -1.9% | 0.04% | 0.0% |
| Q1 2016 | $320,000 | +3.6% | 2,217 | 0.0% | 0.04% | +2.3% |
| Q4 2015 | $309,000 | +9.6% | 2,217 | +7.3% | 0.04% | +4.9% |
| Q3 2015 | $282,000 | -9.3% | 2,067 | -0.2% | 0.04% | 0.0% |
| Q2 2015 | $311,000 | +21.0% | 2,072 | +22.7% | 0.04% | +13.9% |
| Q1 2015 | $257,000 | +4.9% | 1,689 | +0.1% | 0.04% | +12.5% |
| Q4 2014 | $245,000 | +7.0% | 1,687 | +0.6% | 0.03% | 0.0% |
| Q3 2014 | $229,000 | -10.5% | 1,677 | -6.2% | 0.03% | -8.6% |
| Q2 2014 | $256,000 | +3.6% | 1,787 | -0.6% | 0.04% | 0.0% |
| Q1 2014 | $247,000 | -40.0% | 1,797 | -41.7% | 0.04% | -43.5% |
| Q4 2013 | $412,000 | -10.4% | 3,080 | -16.9% | 0.06% | -17.3% |
| Q3 2013 | $460,000 | +7.0% | 3,708 | -0.4% | 0.08% | +1.4% |
| Q2 2013 | $430,000 | – | 3,722 | – | 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% |