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 | $45,285,332 | -4.2% | 181,614 | +0.4% | 1.06% | -1.9% |
| Q2 2023 | $47,286,933 | +4.8% | 180,843 | +0.2% | 1.08% | -4.5% |
| Q1 2023 | $45,137,220 | +2.0% | 180,433 | -1.4% | 1.14% | -13.6% |
| Q4 2022 | $44,258,464 | +9.5% | 182,969 | -0.7% | 1.32% | -6.0% |
| Q3 2022 | $40,415,000 | -3.3% | 184,323 | -0.2% | 1.40% | -5.3% |
| Q2 2022 | $41,790,000 | -18.0% | 184,723 | -2.8% | 1.48% | -7.5% |
| Q1 2022 | $50,977,000 | -6.9% | 189,970 | -1.7% | 1.60% | -2.4% |
| Q4 2021 | $54,726,000 | +7.7% | 193,324 | +0.0% | 1.64% | -5.0% |
| Q3 2021 | $50,833,000 | -3.1% | 193,229 | -1.0% | 1.72% | -4.9% |
| Q2 2021 | $52,470,000 | +2.7% | 195,253 | -0.5% | 1.81% | -4.4% |
| Q1 2021 | $51,095,000 | +9.9% | 196,306 | -2.9% | 1.90% | +2.9% |
| Q4 2020 | $46,473,000 | +21.1% | 202,206 | -2.3% | 1.84% | +8.5% |
| Q3 2020 | $38,361,000 | +1.9% | 207,009 | -2.2% | 1.70% | -5.8% |
| Q2 2020 | $37,645,000 | +8.8% | 211,701 | -11.9% | 1.80% | -10.5% |
| Q1 2020 | $34,588,000 | -29.3% | 240,427 | +1.1% | 2.01% | -9.3% |
| Q4 2019 | $48,948,000 | +4.9% | 237,818 | -1.5% | 2.22% | +1.2% |
| Q3 2019 | $46,659,000 | -0.0% | 241,470 | +0.5% | 2.19% | -2.1% |
| Q2 2019 | $46,666,000 | +1.9% | 240,227 | -0.7% | 2.24% | -6.0% |
| Q1 2019 | $45,806,000 | +10.5% | 241,845 | -3.1% | 2.38% | -0.3% |
| Q4 2018 | $41,458,000 | -18.2% | 249,674 | -0.9% | 2.39% | -9.7% |
| Q3 2018 | $50,698,000 | +2.9% | 251,869 | -0.4% | 2.65% | -3.1% |
| Q2 2018 | $49,262,000 | +3.4% | 252,909 | -0.5% | 2.73% | +2.0% |
| Q1 2018 | $47,650,000 | -4.4% | 254,068 | -3.3% | 2.68% | -1.7% |
| Q4 2017 | $49,855,000 | +4.6% | 262,695 | -1.4% | 2.72% | +3.5% |
| Q3 2017 | $47,659,000 | -1.0% | 266,401 | -1.1% | 2.63% | -25.2% |
| Q2 2017 | $48,147,000 | +6.7% | 269,437 | +2.3% | 3.51% | +9.7% |
| Q1 2017 | $45,105,000 | +5.0% | 263,428 | +1.3% | 3.20% | -3.5% |
| Q4 2016 | $42,969,000 | +7.0% | 260,165 | +0.2% | 3.32% | +1.8% |
| Q3 2016 | $40,159,000 | +5.2% | 259,576 | +1.6% | 3.26% | +1.3% |
| Q2 2016 | $38,170,000 | +3.8% | 255,505 | +0.2% | 3.22% | -0.6% |
| Q1 2016 | $36,779,000 | -0.6% | 255,074 | -4.0% | 3.24% | -10.3% |
| Q4 2015 | $37,014,000 | +14.2% | 265,677 | +11.9% | 3.61% | +6.0% |
| Q3 2015 | $32,423,000 | -8.8% | 237,341 | +0.1% | 3.40% | -1.7% |
| Q2 2015 | $35,568,000 | -3.5% | 237,150 | -2.2% | 3.46% | -4.3% |
| Q1 2015 | $36,864,000 | +3.0% | 242,558 | -1.9% | 3.62% | -12.4% |
| Q4 2014 | $35,788,000 | +4.7% | 247,157 | -1.1% | 4.13% | +2.0% |
| Q3 2014 | $34,187,000 | -4.9% | 250,015 | -0.5% | 4.05% | -4.8% |
| Q2 2014 | $35,966,000 | -9.0% | 251,372 | -12.6% | 4.26% | -8.0% |
| Q1 2014 | $39,540,000 | +1.8% | 287,628 | -0.9% | 4.63% | +6.1% |
| Q4 2013 | $38,823,000 | +5.0% | 290,137 | -2.5% | 4.36% | -3.8% |
| Q3 2013 | $36,959,000 | +9.1% | 297,718 | +1.5% | 4.53% | -0.5% |
| Q2 2013 | $33,884,000 | – | 293,364 | – | 4.56% | – |
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% |