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 | $236,134 | -4.6% | 947 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $247,622 | +4.5% | 947 | 0.0% | 0.04% | -2.8% |
| Q1 2023 | $236,902 | +3.4% | 947 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $229,070 | +10.1% | 947 | 0.0% | 0.04% | -7.7% |
| Q3 2022 | $208,000 | -2.8% | 947 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $214,000 | -15.7% | 947 | 0.0% | 0.04% | -4.9% |
| Q1 2022 | $254,000 | -5.2% | 947 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $268,000 | +25.2% | 947 | +16.2% | 0.04% | +20.0% |
| Q3 2021 | $214,000 | -2.3% | 815 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $219,000 | +3.3% | 815 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $212,000 | – | 815 | – | 0.04% | – |
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% |