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 | $31,233,082 | +2.2% | 125,258 | +7.2% | 1.36% | +8.2% |
| Q2 2023 | $30,555,768 | +11.9% | 116,857 | +7.0% | 1.26% | +7.6% |
| Q1 2023 | $27,315,971 | +21.9% | 109,194 | +17.9% | 1.17% | +15.8% |
| Q4 2022 | $22,402,158 | +24.4% | 92,613 | +12.8% | 1.01% | +16.8% |
| Q3 2022 | $18,006,000 | +2.8% | 82,120 | +6.1% | 0.86% | +11.4% |
| Q2 2022 | $17,518,000 | -5.6% | 77,434 | +12.0% | 0.78% | +5.7% |
| Q1 2022 | $18,554,000 | +8.3% | 69,145 | +14.3% | 0.73% | +13.1% |
| Q4 2021 | $17,127,000 | +62.3% | 60,503 | +50.8% | 0.65% | +45.0% |
| Q3 2021 | $10,555,000 | +8.8% | 40,121 | +11.1% | 0.45% | +13.5% |
| Q2 2021 | $9,704,000 | +5.3% | 36,112 | +2.0% | 0.39% | +1.0% |
| Q1 2021 | $9,219,000 | +35.1% | 35,419 | +19.3% | 0.39% | +27.9% |
| Q4 2020 | $6,824,000 | +52.4% | 29,690 | +22.9% | 0.30% | +40.6% |
| Q3 2020 | $4,477,000 | +2.3% | 24,162 | -1.8% | 0.22% | -10.3% |
| Q2 2020 | $4,376,000 | +6.7% | 24,608 | -13.7% | 0.24% | -5.8% |
| Q1 2020 | $4,101,000 | -29.5% | 28,509 | +0.9% | 0.26% | -11.7% |
| Q4 2019 | $5,813,000 | +32.5% | 28,242 | +24.4% | 0.29% | +24.9% |
| Q3 2019 | $4,386,000 | +9.3% | 22,700 | +9.9% | 0.23% | +4.5% |
| Q2 2019 | $4,012,000 | +18.7% | 20,654 | +15.8% | 0.22% | +13.8% |
| Q1 2019 | $3,379,000 | +48.3% | 17,839 | +30.0% | 0.20% | +27.3% |
| Q4 2018 | $2,278,000 | -10.5% | 13,718 | +8.5% | 0.15% | -0.6% |
| Q3 2018 | $2,545,000 | +1.7% | 12,644 | -1.6% | 0.16% | +2.0% |
| Q2 2018 | $2,503,000 | +7.8% | 12,850 | +3.8% | 0.15% | +2.7% |
| Q1 2018 | $2,322,000 | -6.7% | 12,379 | -5.7% | 0.15% | -6.3% |
| Q4 2017 | $2,490,000 | +13.7% | 13,121 | +7.2% | 0.16% | +8.2% |
| Q3 2017 | $2,190,000 | +14.8% | 12,240 | +11.6% | 0.15% | +6.6% |
| Q2 2017 | $1,907,000 | +1.9% | 10,964 | +0.3% | 0.14% | 0.0% |
| Q1 2017 | $1,872,000 | +8.0% | 10,936 | +4.3% | 0.14% | -1.4% |
| Q4 2016 | $1,734,000 | +28.4% | 10,489 | +20.2% | 0.14% | -3.5% |
| Q3 2016 | $1,350,000 | +4.5% | 8,724 | +0.9% | 0.14% | 0.0% |
| Q2 2016 | $1,292,000 | +19.3% | 8,649 | +15.2% | 0.14% | +13.4% |
| Q1 2016 | $1,083,000 | -0.6% | 7,511 | -3.9% | 0.13% | -2.3% |
| Q4 2015 | $1,089,000 | +5.1% | 7,815 | +3.0% | 0.13% | -7.1% |
| Q3 2015 | $1,036,000 | -9.4% | 7,586 | -0.5% | 0.14% | -6.0% |
| Q2 2015 | $1,144,000 | +1.6% | 7,626 | +2.9% | 0.15% | -2.6% |
| Q1 2015 | $1,126,000 | -3.8% | 7,411 | -8.3% | 0.15% | -11.0% |
| Q4 2014 | $1,171,000 | +7.1% | 8,085 | +1.1% | 0.17% | -1.7% |
| Q3 2014 | $1,093,000 | -3.4% | 7,996 | +1.1% | 0.18% | -8.4% |
| Q2 2014 | $1,132,000 | +10.5% | 7,910 | +6.2% | 0.19% | -0.5% |
| Q1 2014 | $1,024,000 | -55.5% | 7,446 | -56.7% | 0.19% | -59.7% |
| Q4 2013 | $2,301,000 | +350.3% | 17,199 | +318.0% | 0.48% | +274.8% |
| Q3 2013 | $511,000 | +146.9% | 4,115 | +130.5% | 0.13% | +104.8% |
| Q2 2013 | $207,000 | – | 1,785 | – | 0.06% | – |
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% |