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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $342,016 | -58.5% | 1,308 | -60.3% | 0.01% | -70.6% |
| Q1 2023 | $824,277 | +284.2% | 3,295 | +271.5% | 0.02% | +183.3% |
| Q4 2022 | $214,556 | -48.2% | 887 | -53.0% | 0.01% | -53.8% |
| Q3 2022 | $414,000 | +56.2% | 1,888 | +61.2% | 0.01% | +44.4% |
| Q2 2022 | $265,000 | -68.6% | 1,171 | -62.7% | 0.01% | -70.0% |
| Q1 2022 | $843,000 | +14.5% | 3,142 | +20.9% | 0.03% | -6.2% |
| Q4 2021 | $736,000 | -70.8% | 2,599 | -72.9% | 0.03% | -56.8% |
| Q3 2021 | $2,524,000 | +23.7% | 9,596 | +26.3% | 0.07% | +21.3% |
| Q2 2021 | $2,041,000 | -42.2% | 7,596 | -44.1% | 0.06% | -68.9% |
| Q1 2021 | $3,534,000 | +189.2% | 13,577 | +155.4% | 0.20% | +600.0% |
| Q4 2020 | $1,222,000 | +21.2% | 5,316 | -2.3% | 0.03% | +33.3% |
| Q3 2020 | $1,008,000 | +224.1% | 5,439 | +151.9% | 0.02% | +200.0% |
| Q1 2020 | $311,000 | -89.0% | 2,159 | -84.3% | 0.01% | -63.2% |
| Q4 2019 | $2,833,000 | -7.9% | 13,765 | -13.5% | 0.02% | -32.1% |
| Q3 2019 | $3,077,000 | +509.3% | 15,922 | +512.4% | 0.03% | +460.0% |
| Q2 2019 | $505,000 | -61.5% | 2,600 | -67.1% | 0.01% | -68.8% |
| Q4 2018 | $1,312,000 | -89.0% | 7,900 | -86.7% | 0.02% | -79.2% |
| Q3 2018 | $11,916,000 | +31.6% | 59,200 | +27.3% | 0.08% | +71.1% |
| Q2 2018 | $9,058,000 | -28.1% | 46,500 | -30.8% | 0.04% | -36.6% |
| Q1 2018 | $12,605,000 | +43.0% | 67,200 | +44.7% | 0.07% | -69.8% |
| Q4 2017 | $8,815,000 | +604.1% | 46,454 | +563.6% | 0.24% | +106.1% |
| Q3 2017 | $1,252,000 | +504.8% | 7,000 | +489.2% | 0.11% | +192.3% |
| Q2 2017 | $207,000 | -42.7% | 1,188 | -43.7% | 0.04% | -45.1% |
| Q1 2017 | $361,000 | -7.0% | 2,109 | -10.1% | 0.07% | -45.4% |
| Q4 2016 | $388,000 | -22.6% | 2,346 | -32.5% | 0.13% | -79.8% |
| Q1 2016 | $501,000 | -51.8% | 3,473 | -51.6% | 0.64% | -26.7% |
| Q4 2014 | $1,039,000 | – | 7,178 | – | 0.88% | – |
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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% |