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 | $1,998,292 | -10.0% | 8,014 | -5.6% | 0.26% | -3.7% |
| Q2 2023 | $2,220,225 | -1.5% | 8,491 | -5.8% | 0.27% | -5.2% |
| Q1 2023 | $2,254,188 | +1.4% | 9,011 | -1.9% | 0.29% | -7.4% |
| Q4 2022 | $2,222,243 | +17.4% | 9,187 | +6.4% | 0.31% | +6.9% |
| Q3 2022 | $1,893,000 | +1.6% | 8,632 | +4.8% | 0.29% | +4.3% |
| Q2 2022 | $1,863,000 | -9.3% | 8,235 | +7.7% | 0.28% | +3.3% |
| Q1 2022 | $2,053,000 | -25.4% | 7,649 | -21.3% | 0.27% | -20.1% |
| Q4 2021 | $2,753,000 | +9.6% | 9,725 | +1.9% | 0.34% | +0.6% |
| Q3 2021 | $2,512,000 | -9.2% | 9,548 | -7.2% | 0.34% | -9.7% |
| Q2 2021 | $2,765,000 | -11.0% | 10,289 | -13.8% | 0.37% | -12.9% |
| Q1 2021 | $3,106,000 | -10.2% | 11,932 | -20.7% | 0.43% | -17.4% |
| Q4 2020 | $3,458,000 | +31.0% | 15,043 | +5.7% | 0.52% | +12.1% |
| Q3 2020 | $2,639,000 | -2.6% | 14,237 | -6.6% | 0.46% | -6.1% |
| Q2 2020 | $2,710,000 | +23.7% | 15,243 | +0.1% | 0.49% | +3.4% |
| Q1 2020 | $2,191,000 | -20.1% | 15,227 | +14.3% | 0.48% | 0.0% |
| Q4 2019 | $2,742,000 | +10.2% | 13,321 | +3.4% | 0.48% | +4.4% |
| Q3 2019 | $2,488,000 | -1.3% | 12,880 | -0.8% | 0.46% | +8.1% |
| Q2 2019 | $2,522,000 | +0.8% | 12,984 | -1.6% | 0.42% | -6.7% |
| Q1 2019 | $2,501,000 | -57.9% | 13,201 | -63.1% | 0.45% | -63.4% |
| Q4 2018 | $5,935,000 | -26.8% | 35,737 | -11.3% | 1.23% | -27.8% |
| Q3 2018 | $8,108,000 | +5.2% | 40,277 | +1.8% | 1.71% | -4.5% |
| Q2 2018 | $7,705,000 | -63.0% | 39,555 | -64.4% | 1.79% | -62.9% |
| Q1 2018 | $20,816,000 | +34.4% | 110,978 | +36.0% | 4.81% | +26.4% |
| Q4 2017 | $15,488,000 | +1318.3% | 81,612 | +1237.5% | 3.80% | +264.5% |
| Q3 2017 | $1,092,000 | +34.2% | 6,102 | +30.4% | 1.04% | +31.8% |
| Q2 2017 | $814,000 | +116.5% | 4,680 | +113.1% | 0.79% | +105.2% |
| Q1 2017 | $376,000 | – | 2,196 | – | 0.39% | – |
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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% |