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 | $9,127,269 | -4.0% | 36,604 | +0.7% | 0.32% | +0.6% |
Q2 2023 | $9,504,073 | +9.6% | 36,347 | +4.8% | 0.32% | +5.7% |
Q1 2023 | $8,675,135 | +0.9% | 34,678 | -2.4% | 0.30% | -3.5% |
Q4 2022 | $8,594,738 | -11.7% | 35,532 | -20.0% | 0.31% | -14.8% |
Q3 2022 | $9,733,000 | +9.6% | 44,393 | +23.1% | 0.36% | +10.6% |
Q2 2022 | $8,879,000 | -9.5% | 36,070 | -1.3% | 0.33% | +5.8% |
Q1 2022 | $9,806,000 | -7.0% | 36,544 | -1.9% | 0.31% | -0.6% |
Q4 2021 | $10,547,000 | +8.2% | 37,258 | +0.6% | 0.31% | +0.6% |
Q3 2021 | $9,746,000 | +2.5% | 37,047 | +4.7% | 0.31% | +3.0% |
Q2 2021 | $9,508,000 | +1.9% | 35,382 | -1.3% | 0.30% | -3.5% |
Q1 2021 | $9,327,000 | +14.4% | 35,833 | +1.0% | 0.31% | +8.3% |
Q4 2020 | $8,155,000 | +27.5% | 35,482 | +2.8% | 0.29% | +10.3% |
Q3 2020 | $6,395,000 | -0.5% | 34,510 | -4.5% | 0.26% | -7.4% |
Q2 2020 | $6,425,000 | +2409.8% | 36,131 | +2643.4% | 0.28% | +1793.3% |
Q2 2019 | $256,000 | +27.4% | 1,317 | +32.1% | 0.02% | +25.0% |
Q3 2018 | $201,000 | – | 997 | – | 0.01% | – |
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% |