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 | $1,684 | -5.2% | 6,753 | -0.6% | 0.17% | +3.0% |
| Q2 2023 | $1,776 | +4.5% | 6,793 | 0.0% | 0.17% | -2.9% |
| Q1 2023 | $1,699 | +3.4% | 6,793 | 0.0% | 0.17% | -1.7% |
| Q4 2022 | $1,643 | -99.9% | 6,793 | 0.0% | 0.18% | +4.8% |
| Q3 2022 | $1,489,000 | -4.9% | 6,793 | -1.8% | 0.17% | +4.3% |
| Q2 2022 | $1,565,000 | +309.7% | 6,918 | +385.8% | 0.16% | +436.7% |
| Q1 2022 | $382,000 | -5.2% | 1,424 | 0.0% | 0.03% | +3.4% |
| Q4 2021 | $403,000 | +0.5% | 1,424 | -6.6% | 0.03% | -3.3% |
| Q3 2021 | $401,000 | +15.2% | 1,524 | +17.8% | 0.03% | +25.0% |
| Q2 2021 | $348,000 | +3.3% | 1,294 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $337,000 | -22.5% | 1,294 | -31.7% | 0.03% | -25.7% |
| Q4 2020 | $435,000 | +23.9% | 1,894 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $351,000 | – | 1,894 | – | 0.03% | – |
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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% |