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 | $4,526,648 | -2.8% | 18,154 | +1.9% | 1.69% | -2.3% |
| Q2 2023 | $4,657,166 | -11.5% | 17,811 | -15.4% | 1.73% | -12.6% |
| Q1 2023 | $5,263,741 | +9.3% | 21,042 | +5.7% | 1.98% | +2.0% |
| Q4 2022 | $4,815,016 | +12.3% | 19,906 | +1.8% | 1.94% | +6.3% |
| Q3 2022 | $4,288,000 | -2.0% | 19,559 | +1.1% | 1.82% | +5.6% |
| Q2 2022 | $4,377,000 | -16.4% | 19,345 | -0.9% | 1.72% | -5.6% |
| Q1 2022 | $5,236,000 | -5.8% | 19,512 | -0.6% | 1.83% | -3.4% |
| Q4 2021 | $5,558,000 | -3.0% | 19,634 | -9.9% | 1.89% | +9.7% |
| Q3 2021 | $5,730,000 | -2.6% | 21,781 | -0.5% | 1.72% | +3.5% |
| Q2 2021 | $5,883,000 | -0.5% | 21,894 | -3.6% | 1.67% | -3.6% |
| Q1 2021 | $5,910,000 | +13.0% | 22,706 | -0.3% | 1.73% | +3.0% |
| Q4 2020 | $5,232,000 | +38.1% | 22,763 | +11.4% | 1.68% | +29.0% |
| Q3 2020 | $3,788,000 | -0.8% | 20,441 | -4.8% | 1.30% | -10.7% |
| Q2 2020 | $3,818,000 | +22.0% | 21,469 | -1.3% | 1.46% | +6.2% |
| Q1 2020 | $3,130,000 | -27.1% | 21,756 | +4.4% | 1.37% | -8.0% |
| Q4 2019 | $4,291,000 | +6.4% | 20,848 | -0.1% | 1.49% | -0.9% |
| Q3 2019 | $4,032,000 | -5.2% | 20,865 | -4.7% | 1.50% | -3.5% |
| Q2 2019 | $4,253,000 | +7.6% | 21,894 | +4.9% | 1.56% | +1.2% |
| Q1 2019 | $3,954,000 | +15.1% | 20,877 | +0.9% | 1.54% | -0.4% |
| Q4 2018 | $3,434,000 | -20.3% | 20,681 | -3.4% | 1.54% | -6.2% |
| Q3 2018 | $4,309,000 | +3.3% | 21,407 | -0.0% | 1.65% | -1.0% |
| Q2 2018 | $4,171,000 | +2.6% | 21,413 | -1.2% | 1.66% | -0.1% |
| Q1 2018 | $4,064,000 | -1.5% | 21,667 | -0.3% | 1.66% | +1.3% |
| Q4 2017 | $4,124,000 | +5.8% | 21,731 | -0.3% | 1.64% | +2.0% |
| Q3 2017 | $3,898,000 | +4.0% | 21,788 | +1.1% | 1.61% | -1.8% |
| Q2 2017 | $3,748,000 | +3.3% | 21,547 | +1.7% | 1.64% | -4.1% |
| Q1 2017 | $3,628,000 | +5.4% | 21,187 | +1.7% | 1.71% | -0.2% |
| Q4 2016 | $3,443,000 | +8.1% | 20,826 | +1.2% | 1.71% | +3.9% |
| Q3 2016 | $3,184,000 | +2.5% | 20,583 | -1.0% | 1.65% | +4.0% |
| Q2 2016 | $3,105,000 | +8.3% | 20,782 | +4.5% | 1.58% | +4.1% |
| Q1 2016 | $2,866,000 | +10.2% | 19,880 | +6.5% | 1.52% | +0.9% |
| Q4 2015 | $2,600,000 | +8.3% | 18,666 | +6.2% | 1.51% | +8.2% |
| Q3 2015 | $2,401,000 | +15.3% | 17,573 | +26.6% | 1.40% | +21.3% |
| Q2 2015 | $2,082,000 | -0.1% | 13,879 | +1.2% | 1.15% | +2.0% |
| Q1 2015 | $2,084,000 | +7.5% | 13,713 | +2.5% | 1.13% | +1.6% |
| Q4 2014 | $1,938,000 | -15.2% | 13,383 | -19.9% | 1.11% | -13.2% |
| Q3 2014 | $2,286,000 | -3.9% | 16,718 | +0.6% | 1.28% | -2.2% |
| Q2 2014 | $2,378,000 | -1.1% | 16,621 | -4.9% | 1.31% | -11.0% |
| Q1 2014 | $2,404,000 | -10.6% | 17,485 | -13.0% | 1.47% | -5.7% |
| Q4 2013 | $2,688,000 | +7.6% | 20,089 | -0.1% | 1.56% | +4.8% |
| Q3 2013 | $2,497,000 | +8.1% | 20,115 | +0.6% | 1.48% | +2.8% |
| Q2 2013 | $2,310,000 | – | 20,003 | – | 1.44% | – |
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% |