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 | $1,097,889 | -2.6% | 4,403 | +2.1% | 0.24% | 0.0% |
| Q2 2023 | $1,127,241 | -3.3% | 4,311 | -7.5% | 0.24% | -6.9% |
| Q1 2023 | $1,165,496 | +12.6% | 4,659 | +8.9% | 0.26% | +9.2% |
| Q4 2022 | $1,034,805 | +5.9% | 4,278 | -4.0% | 0.24% | -9.8% |
| Q3 2022 | $977,000 | -3.1% | 4,454 | 0.0% | 0.26% | +2.7% |
| Q2 2022 | $1,008,000 | -16.0% | 4,454 | -0.4% | 0.26% | +3.2% |
| Q1 2022 | $1,200,000 | +18.0% | 4,473 | +24.5% | 0.25% | +19.7% |
| Q4 2021 | $1,017,000 | +7.6% | 3,593 | 0.0% | 0.21% | -1.0% |
| Q3 2021 | $945,000 | -4.0% | 3,593 | -1.9% | 0.21% | -10.6% |
| Q2 2021 | $984,000 | +12.2% | 3,663 | +8.7% | 0.24% | -3.7% |
| Q1 2021 | $877,000 | +7.0% | 3,369 | -5.6% | 0.24% | -2.8% |
| Q4 2020 | $820,000 | +35.1% | 3,569 | +9.0% | 0.25% | +13.6% |
| Q3 2020 | $607,000 | +4.3% | 3,274 | 0.0% | 0.22% | +1.4% |
| Q2 2020 | $582,000 | +22.8% | 3,274 | -0.5% | 0.22% | +3.8% |
| Q1 2020 | $474,000 | -9.0% | 3,292 | +30.0% | 0.21% | +13.5% |
| Q4 2019 | $521,000 | +1.4% | 2,532 | -4.8% | 0.18% | -6.1% |
| Q3 2019 | $514,000 | -3.2% | 2,660 | -2.7% | 0.20% | -9.2% |
| Q2 2019 | $531,000 | -9.1% | 2,734 | -11.3% | 0.22% | -14.9% |
| Q1 2019 | $584,000 | +5.4% | 3,084 | -7.5% | 0.26% | -3.8% |
| Q4 2018 | $554,000 | -6.3% | 3,334 | +13.6% | 0.26% | +3.9% |
| Q3 2018 | $591,000 | +24.4% | 2,934 | +20.3% | 0.26% | +17.5% |
| Q2 2018 | $475,000 | -7.6% | 2,439 | -11.0% | 0.22% | -7.7% |
| Q1 2018 | $514,000 | +14.5% | 2,739 | +15.9% | 0.24% | +16.3% |
| Q4 2017 | $449,000 | -16.1% | 2,364 | -20.9% | 0.20% | -21.1% |
| Q3 2017 | $535,000 | +8.3% | 2,989 | +3.6% | 0.26% | -8.9% |
| Q1 2017 | $494,000 | – | 2,884 | – | 0.28% | – |
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% |