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 | $552,560 | -4.6% | 2,216 | 0.0% | 0.15% | -2.0% |
| Q2 2023 | $579,440 | +7.5% | 2,216 | +2.9% | 0.15% | +3.4% |
| Q1 2023 | $538,845 | -3.0% | 2,154 | -6.2% | 0.15% | -8.1% |
| Q4 2022 | $555,379 | +51.3% | 2,296 | +37.0% | 0.16% | +35.3% |
| Q3 2022 | $367,000 | -3.2% | 1,676 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $379,000 | -15.8% | 1,676 | 0.0% | 0.12% | -9.3% |
| Q1 2022 | $450,000 | -5.1% | 1,676 | 0.0% | 0.13% | -3.7% |
| Q4 2021 | $474,000 | +7.5% | 1,676 | 0.0% | 0.13% | -2.9% |
| Q3 2021 | $441,000 | -2.0% | 1,676 | 0.0% | 0.14% | -2.1% |
| Q2 2021 | $450,000 | +3.2% | 1,676 | 0.0% | 0.14% | -4.7% |
| Q1 2021 | $436,000 | +13.2% | 1,676 | 0.0% | 0.15% | +5.0% |
| Q4 2020 | $385,000 | +23.8% | 1,676 | 0.0% | 0.14% | +9.3% |
| Q3 2020 | $311,000 | -6.0% | 1,676 | -10.0% | 0.13% | -14.6% |
| Q2 2020 | $331,000 | +23.5% | 1,863 | 0.0% | 0.15% | +4.9% |
| Q1 2020 | $268,000 | -30.0% | 1,863 | 0.0% | 0.14% | -11.7% |
| Q4 2019 | $383,000 | +6.4% | 1,863 | 0.0% | 0.16% | -3.0% |
| Q3 2019 | $360,000 | -0.6% | 1,863 | 0.0% | 0.17% | -2.3% |
| Q2 2019 | $362,000 | +2.5% | 1,863 | 0.0% | 0.17% | -1.1% |
| Q1 2019 | $353,000 | +14.2% | 1,863 | 0.0% | 0.17% | -0.6% |
| Q4 2018 | $309,000 | -18.9% | 1,863 | -1.5% | 0.18% | -1.1% |
| Q3 2018 | $381,000 | +3.3% | 1,892 | 0.0% | 0.18% | +0.6% |
| Q2 2018 | $369,000 | +3.9% | 1,892 | 0.0% | 0.18% | +3.5% |
| Q1 2018 | $355,000 | – | 1,892 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 153,512 | $37,512 | 29.84% |
| Parker Investment Management, LLC | 438,165 | $105,988 | 26.21% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,506 | $55,998,925 | 23.68% |
| Holland Advisory Services, Inc. | 81,774 | $19,780,401 | 23.57% |
| LVZ, Inc. | 517,057 | $125,070,974 | 19.52% |
| Harbor Group, Inc. | 118,930 | $28,767,878 | 18.53% |
| Investments & Financial Planning, LLC | 75,123 | $18,171,533 | 17.80% |
| Millburn Ridgefield Corp | 1,867,781 | $451,798 | 17.29% |
| CJM Wealth Advisers, Ltd. | 112,893 | $27,307,742 | 16.80% |
| Platt Investment Counsel, LLC | 48,520 | $11,736,443 | 16.68% |