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 | $2,503 | -4.0% | 10,041 | +0.7% | 0.74% | +0.3% |
| Q2 2023 | $2,608 | +5.3% | 9,974 | +0.7% | 0.74% | -0.3% |
| Q1 2023 | $2,477 | -1.2% | 9,904 | -4.4% | 0.74% | -4.5% |
| Q4 2022 | $2,506 | -99.9% | 10,361 | +8.4% | 0.78% | +8.5% |
| Q3 2022 | $2,096,000 | -5.6% | 9,560 | -2.6% | 0.71% | -0.7% |
| Q2 2022 | $2,221,000 | -13.7% | 9,819 | +2.3% | 0.72% | -3.7% |
| Q1 2022 | $2,574,000 | -3.6% | 9,595 | +1.7% | 0.75% | +2.5% |
| Q4 2021 | $2,670,000 | +10.4% | 9,435 | +2.6% | 0.73% | +1.2% |
| Q3 2021 | $2,419,000 | -2.6% | 9,197 | -0.5% | 0.72% | -4.4% |
| Q2 2021 | $2,484,000 | +4.5% | 9,246 | +1.2% | 0.75% | -1.6% |
| Q1 2021 | $2,377,000 | +17.0% | 9,136 | +3.3% | 0.76% | +8.2% |
| Q4 2020 | $2,032,000 | +28.3% | 8,845 | +3.4% | 0.71% | +14.2% |
| Q3 2020 | $1,584,000 | +3.1% | 8,553 | -1.1% | 0.62% | -3.1% |
| Q2 2020 | $1,537,000 | +134.3% | 8,644 | +89.4% | 0.64% | +94.2% |
| Q1 2020 | $656,000 | -57.0% | 4,564 | -38.5% | 0.33% | -42.5% |
| Q4 2019 | $1,526,000 | +35.2% | 7,416 | +26.9% | 0.57% | +28.3% |
| Q3 2019 | $1,129,000 | +1.0% | 5,846 | +1.5% | 0.45% | -1.3% |
| Q2 2019 | $1,118,000 | +6.9% | 5,760 | +4.2% | 0.45% | +3.7% |
| Q1 2019 | $1,046,000 | +24.2% | 5,526 | +8.9% | 0.44% | +8.7% |
| Q4 2018 | $842,000 | +222.6% | 5,073 | +290.8% | 0.40% | +237.0% |
| Q3 2018 | $261,000 | +17.0% | 1,298 | +13.2% | 0.12% | +8.2% |
| Q2 2018 | $223,000 | – | 1,147 | – | 0.11% | – |
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% |