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 | $296 | -73.7% | 1,133 | -74.9% | 0.00% | -100.0% |
| Q1 2023 | $1,127 | +48.1% | 4,509 | +43.1% | 0.00% | 0.0% |
| Q4 2022 | $761 | -99.9% | 3,150 | -33.3% | 0.00% | 0.0% |
| Q3 2022 | $1,034,000 | +132.4% | 4,720 | +139.6% | 0.00% | – |
| Q2 2022 | $445,000 | -11.9% | 1,970 | +1.5% | 0.00% | -100.0% |
| Q1 2021 | $505,000 | -65.7% | 1,941 | -69.7% | 0.00% | -50.0% |
| Q4 2020 | $1,473,000 | +119.5% | 6,410 | +69.7% | 0.00% | +100.0% |
| Q2 2020 | $671,000 | +227.3% | 3,777 | +163.9% | 0.00% | – |
| Q1 2020 | $205,000 | -63.8% | 1,431 | -48.1% | 0.00% | -100.0% |
| Q4 2019 | $567,000 | -61.2% | 2,756 | -63.5% | 0.00% | -75.0% |
| Q3 2019 | $1,460,000 | +1985.7% | 7,556 | +1673.7% | 0.00% | – |
| Q4 2018 | $70,000 | -77.7% | 426 | -73.6% | 0.00% | -100.0% |
| Q2 2018 | $314,000 | +124.3% | 1,613 | +114.8% | 0.00% | -83.3% |
| Q1 2018 | $140,000 | -74.2% | 751 | -76.0% | 0.01% | -75.0% |
| Q2 2017 | $543,000 | +1134.1% | 3,126 | +911.7% | 0.02% | +500.0% |
| Q1 2016 | $44,000 | -70.7% | 309 | -71.3% | 0.00% | -66.7% |
| Q4 2015 | $150,000 | -66.1% | 1,078 | -66.8% | 0.01% | -62.5% |
| Q3 2015 | $443,000 | – | 3,249 | – | 0.03% | – |
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% |