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 | $424,394 | -17.5% | 1,702 | -13.5% | 0.10% | -21.1% |
| Q2 2023 | $514,332 | +1.6% | 1,967 | -2.8% | 0.13% | -4.5% |
| Q1 2023 | $506,074 | +3.4% | 2,023 | 0.0% | 0.13% | -7.6% |
| Q4 2022 | $489,343 | +10.2% | 2,023 | 0.0% | 0.14% | +4.3% |
| Q3 2022 | $444,000 | -9.4% | 2,023 | -6.7% | 0.14% | 0.0% |
| Q2 2022 | $490,000 | -15.8% | 2,168 | 0.0% | 0.14% | +3.0% |
| Q1 2022 | $582,000 | -5.2% | 2,168 | 0.0% | 0.14% | +4.7% |
| Q4 2021 | $614,000 | +7.7% | 2,168 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $570,000 | -2.2% | 2,168 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $583,000 | +3.4% | 2,168 | 0.0% | 0.13% | -5.9% |
| Q1 2021 | $564,000 | +13.3% | 2,168 | 0.0% | 0.14% | +18.3% |
| Q4 2020 | $498,000 | +23.9% | 2,168 | 0.0% | 0.12% | +2.7% |
| Q3 2020 | $402,000 | -4.5% | 2,168 | -8.4% | 0.11% | -18.2% |
| Q2 2020 | $421,000 | +23.5% | 2,368 | 0.0% | 0.14% | -2.8% |
| Q1 2020 | $341,000 | -30.0% | 2,368 | 0.0% | 0.14% | -11.3% |
| Q4 2019 | $487,000 | -4.3% | 2,368 | -10.2% | 0.16% | -6.5% |
| Q3 2019 | $509,000 | -17.4% | 2,636 | -16.9% | 0.17% | -18.3% |
| Q2 2019 | $616,000 | +2.5% | 3,172 | 0.0% | 0.21% | +3.0% |
| Q1 2019 | $601,000 | +14.0% | 3,172 | 0.0% | 0.20% | -0.5% |
| Q4 2018 | $527,000 | -18.9% | 3,172 | -1.7% | 0.20% | -0.5% |
| Q3 2018 | $650,000 | +3.3% | 3,227 | 0.0% | 0.20% | -3.3% |
| Q2 2018 | $629,000 | +4.0% | 3,227 | 0.0% | 0.21% | -4.1% |
| Q1 2018 | $605,000 | -1.1% | 3,227 | 0.0% | 0.22% | -3.1% |
| Q4 2017 | $612,000 | +6.1% | 3,227 | 0.0% | 0.23% | +2.7% |
| Q3 2017 | $577,000 | +2.9% | 3,227 | 0.0% | 0.22% | -5.6% |
| Q2 2017 | $561,000 | +1.4% | 3,227 | 0.0% | 0.23% | +4.0% |
| Q1 2017 | $553,000 | +3.6% | 3,227 | 0.0% | 0.22% | -2.2% |
| Q4 2016 | $534,000 | +4.3% | 3,227 | -2.4% | 0.23% | +2.2% |
| Q3 2016 | $512,000 | +3.6% | 3,308 | 0.0% | 0.22% | +4.7% |
| Q2 2016 | $494,000 | +3.6% | 3,308 | 0.0% | 0.22% | +1.4% |
| Q1 2016 | $477,000 | -32.1% | 3,308 | -34.3% | 0.21% | -25.9% |
| Q4 2015 | $702,000 | +2.9% | 5,038 | +0.9% | 0.29% | -6.2% |
| Q3 2015 | $682,000 | -9.3% | 4,992 | -0.5% | 0.30% | -0.3% |
| Q2 2015 | $752,000 | -1.8% | 5,015 | -0.4% | 0.31% | +0.3% |
| Q1 2015 | $766,000 | +4.2% | 5,037 | -0.8% | 0.30% | +2.7% |
| Q4 2014 | $735,000 | +5.9% | 5,076 | 0.0% | 0.30% | +0.7% |
| Q3 2014 | $694,000 | -4.4% | 5,076 | 0.0% | 0.30% | 0.0% |
| Q2 2014 | $726,000 | +5.1% | 5,076 | +1.0% | 0.30% | +1.7% |
| Q1 2014 | $691,000 | +2.7% | 5,028 | 0.0% | 0.29% | +3.2% |
| Q4 2013 | $673,000 | +7.9% | 5,028 | 0.0% | 0.28% | -1.1% |
| Q3 2013 | $624,000 | +79.8% | 5,028 | +67.3% | 0.28% | +68.0% |
| Q2 2013 | $347,000 | – | 3,006 | – | 0.17% | – |
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% |