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 | $314,073 | +30.9% | 1,260 | +37.4% | 0.05% | +35.3% |
| Q2 2023 | $239,926 | +4.6% | 917 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $229,460 | +3.5% | 917 | 0.0% | 0.03% | -8.1% |
| Q4 2022 | $221,775 | +10.3% | 917 | +0.1% | 0.04% | -11.9% |
| Q3 2022 | $201,000 | -2.9% | 916 | 0.0% | 0.04% | +5.0% |
| Q2 2022 | $207,000 | -15.9% | 916 | +0.1% | 0.04% | -11.1% |
| Q1 2022 | $246,000 | -42.7% | 915 | -39.6% | 0.04% | -45.8% |
| Q4 2021 | $429,000 | +13.5% | 1,515 | +5.4% | 0.08% | +5.1% |
| Q3 2021 | $378,000 | +8.3% | 1,437 | +10.8% | 0.08% | +8.2% |
| Q2 2021 | $349,000 | +4.8% | 1,297 | +1.5% | 0.07% | -1.4% |
| Q1 2021 | $333,000 | +12.5% | 1,278 | -0.9% | 0.07% | 0.0% |
| Q4 2020 | $296,000 | -19.3% | 1,290 | -34.8% | 0.07% | -33.9% |
| Q3 2020 | $367,000 | +4.6% | 1,978 | +0.1% | 0.11% | -5.1% |
| Q2 2020 | $351,000 | +54.6% | 1,977 | +25.4% | 0.12% | +26.9% |
| Q1 2020 | $227,000 | -32.8% | 1,577 | -4.3% | 0.09% | -45.9% |
| Q4 2019 | $338,000 | – | 1,647 | – | 0.17% | – |
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% |