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 | $29,533,008 | -1.9% | 118,440 | +2.8% | 2.57% | +3.0% |
| Q2 2023 | $30,114,045 | +9.1% | 115,168 | +4.3% | 2.49% | +5.1% |
| Q1 2023 | $27,611,808 | +5.2% | 110,377 | +1.8% | 2.37% | +1.9% |
| Q4 2022 | $26,235,484 | +14.3% | 108,460 | +3.6% | 2.33% | +8.0% |
| Q3 2022 | $22,945,000 | +0.5% | 104,650 | +3.7% | 2.16% | +9.2% |
| Q2 2022 | $22,828,000 | -12.7% | 100,908 | +3.5% | 1.97% | -14.1% |
| Q1 2022 | $26,157,000 | +3.3% | 97,477 | +9.0% | 2.30% | +22.7% |
| Q4 2021 | $25,310,000 | +10.0% | 89,410 | +2.2% | 1.87% | -4.9% |
| Q3 2021 | $23,004,000 | +1.4% | 87,446 | +3.6% | 1.97% | +1.5% |
| Q2 2021 | $22,676,000 | +11.8% | 84,383 | +8.3% | 1.94% | +3.5% |
| Q1 2021 | $20,283,000 | +52.0% | 77,929 | +34.2% | 1.88% | +17.2% |
| Q4 2020 | $13,347,000 | +2.1% | 58,073 | -17.7% | 1.60% | +8.6% |
| Q3 2020 | $13,077,000 | +5.9% | 70,566 | +1.6% | 1.47% | -1.9% |
| Q2 2020 | $12,348,000 | +31.3% | 69,442 | +6.2% | 1.50% | +6.9% |
| Q1 2020 | $9,404,000 | -22.2% | 65,371 | +11.2% | 1.40% | -0.6% |
| Q4 2019 | $12,095,000 | +10.6% | 58,767 | +3.9% | 1.41% | +1.6% |
| Q3 2019 | $10,933,000 | +5.3% | 56,583 | +5.9% | 1.39% | -15.2% |
| Q2 2019 | $10,382,000 | +15.4% | 53,442 | +12.5% | 1.64% | +12.4% |
| Q1 2019 | $8,995,000 | +15.0% | 47,490 | +0.8% | 1.46% | +5.6% |
| Q4 2018 | $7,820,000 | -19.8% | 47,116 | -2.7% | 1.38% | -8.8% |
| Q3 2018 | $9,746,000 | +7.2% | 48,415 | +3.7% | 1.52% | +4.2% |
| Q2 2018 | $9,093,000 | – | 46,683 | – | 1.46% | – |
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% |