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 | $17,742 | -3.4% | 71,153 | +1.3% | 3.74% | +0.7% |
| Q2 2023 | $18,374 | +8.3% | 70,270 | +3.6% | 3.71% | -0.9% |
| Q1 2023 | $16,962 | +5.6% | 67,804 | +2.2% | 3.75% | -2.4% |
| Q4 2022 | $16,055 | -99.9% | 66,372 | -15.3% | 3.84% | -12.0% |
| Q3 2022 | $17,173,000 | -1.4% | 78,321 | +1.8% | 4.36% | +4.7% |
| Q2 2022 | $17,409,000 | -17.3% | 76,950 | -1.9% | 4.17% | +0.9% |
| Q1 2022 | $21,046,000 | -2.8% | 78,429 | +2.5% | 4.13% | +2.8% |
| Q4 2021 | $21,659,000 | +14.8% | 76,512 | +6.7% | 4.02% | +4.1% |
| Q3 2021 | $18,863,000 | +1.7% | 71,696 | +3.9% | 3.86% | +1.9% |
| Q2 2021 | $18,542,000 | +52.7% | 68,996 | +47.9% | 3.79% | +39.1% |
| Q1 2021 | $12,141,000 | +588.3% | 46,646 | +507.8% | 2.72% | +559.6% |
| Q4 2020 | $1,764,000 | +123.3% | 7,674 | +80.0% | 0.41% | +101.5% |
| Q3 2020 | $790,000 | +4.9% | 4,264 | +0.7% | 0.20% | -7.2% |
| Q2 2020 | $753,000 | +128.9% | 4,236 | +85.5% | 0.22% | +55.6% |
| Q1 2020 | $329,000 | -97.2% | 2,284 | -95.9% | 0.14% | -95.4% |
| Q4 2019 | $11,587,000 | +13.4% | 56,294 | +6.5% | 3.07% | +4.6% |
| Q3 2019 | $10,218,000 | +9.0% | 52,881 | +9.6% | 2.93% | +4.6% |
| Q2 2019 | $9,375,000 | +14.2% | 48,261 | +11.3% | 2.80% | +9.1% |
| Q1 2019 | $8,211,000 | +44.5% | 43,356 | +26.7% | 2.57% | +24.9% |
| Q4 2018 | $5,684,000 | -0.2% | 34,228 | +21.0% | 2.06% | +15.5% |
| Q3 2018 | $5,694,000 | +14.0% | 28,296 | +10.4% | 1.78% | +4.2% |
| Q2 2018 | $4,993,000 | +9.5% | 25,633 | +5.5% | 1.71% | +5.7% |
| Q1 2018 | $4,559,000 | +1.1% | 24,308 | +2.3% | 1.62% | +1.5% |
| Q4 2017 | $4,509,000 | +10.0% | 23,759 | +3.7% | 1.59% | +4.6% |
| Q3 2017 | $4,100,000 | +2.7% | 22,920 | -0.2% | 1.52% | -3.9% |
| Q2 2017 | $3,994,000 | +6.1% | 22,959 | +4.4% | 1.59% | +0.8% |
| Q1 2017 | $3,766,000 | +29.7% | 21,994 | +25.3% | 1.57% | +20.7% |
| Q4 2016 | $2,903,000 | +32.6% | 17,559 | +24.1% | 1.30% | +19.9% |
| Q3 2016 | $2,189,000 | +18.5% | 14,150 | +14.4% | 1.09% | +10.3% |
| Q2 2016 | $1,848,000 | +9.4% | 12,369 | +5.6% | 0.99% | +8.5% |
| Q1 2016 | $1,689,000 | +8.9% | 11,716 | +5.2% | 0.91% | +6.2% |
| Q4 2015 | $1,551,000 | +24.0% | 11,136 | +21.6% | 0.86% | +11.3% |
| Q3 2015 | $1,251,000 | +74.2% | 9,158 | +91.3% | 0.77% | +95.7% |
| Q2 2015 | $718,000 | – | 4,786 | – | 0.39% | – |
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% |