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 | $3,442,363 | +51532.9% | 13,805 | -45.9% | 0.60% | +1.2% |
| Q2 2023 | $6,667 | -0.4% | 25,496 | -4.7% | 0.59% | +8.1% |
| Q1 2023 | $6,691 | -100.0% | 26,747 | +16.0% | 0.54% | +11.7% |
| Q4 2022 | $5,579,613,230 | +218024.1% | 23,067 | +97.7% | 0.49% | +95.2% |
| Q3 2022 | $2,558,000 | +3.4% | 11,666 | +6.7% | 0.25% | 0.0% |
| Q2 2022 | $2,475,000 | -27.2% | 10,936 | -13.7% | 0.25% | -12.3% |
| Q1 2022 | $3,401,000 | -15.3% | 12,676 | -10.6% | 0.28% | -16.7% |
| Q4 2021 | $4,014,000 | +6.5% | 14,177 | -1.0% | 0.34% | -17.6% |
| Q3 2021 | $3,768,000 | +1156.0% | 14,322 | -13.3% | 0.42% | +888.1% |
| Q2 2021 | $300,000 | -92.5% | 16,518 | +7.3% | 0.04% | -91.8% |
| Q1 2021 | $4,007,000 | +41.0% | 15,396 | +22.8% | 0.51% | +27.4% |
| Q4 2020 | $2,842,000 | +19.3% | 12,537 | -0.2% | 0.40% | +12.0% |
| Q3 2020 | $2,382,000 | +1.3% | 12,567 | -5.0% | 0.36% | -11.8% |
| Q2 2020 | $2,351,000 | +13.2% | 13,222 | -8.4% | 0.41% | -0.5% |
| Q1 2020 | $2,077,000 | -33.4% | 14,439 | -4.6% | 0.41% | -24.4% |
| Q4 2019 | $3,117,000 | +6.7% | 15,143 | +0.2% | 0.54% | -3.2% |
| Q3 2019 | $2,922,000 | -11.3% | 15,120 | -10.8% | 0.56% | -12.5% |
| Q2 2019 | $3,293,000 | -3.5% | 16,951 | -6.0% | 0.64% | -10.3% |
| Q1 2019 | $3,414,000 | +19.7% | 18,027 | +5.0% | 0.71% | +2.7% |
| Q4 2018 | $2,852,000 | -22.5% | 17,173 | -6.0% | 0.69% | -15.1% |
| Q3 2018 | $3,679,000 | +25.8% | 18,277 | +21.7% | 0.82% | +17.1% |
| Q2 2018 | $2,924,000 | +27.9% | 15,012 | +23.2% | 0.70% | -8.0% |
| Q1 2018 | $2,286,000 | +7.0% | 12,189 | +8.3% | 0.76% | +8.9% |
| Q4 2017 | $2,137,000 | +5.0% | 11,260 | -1.1% | 0.70% | -14.3% |
| Q3 2017 | $2,036,000 | +6.2% | 11,380 | +3.2% | 0.81% | -7.3% |
| Q2 2017 | $1,918,000 | +22.9% | 11,026 | +20.9% | 0.88% | +28.8% |
| Q1 2017 | $1,561,000 | +38.4% | 9,117 | +33.6% | 0.68% | +30.5% |
| Q4 2016 | $1,128,000 | +63.0% | 6,824 | +52.6% | 0.52% | +31.6% |
| Q3 2016 | $692,000 | +128.4% | 4,472 | +120.8% | 0.40% | +107.3% |
| Q2 2016 | $303,000 | -60.6% | 2,025 | -62.1% | 0.19% | -58.4% |
| Q1 2016 | $769,000 | +145.7% | 5,336 | +137.7% | 0.46% | +141.6% |
| Q4 2015 | $313,000 | -70.6% | 2,245 | -71.2% | 0.19% | -77.1% |
| Q3 2015 | $1,063,000 | -4.9% | 7,785 | +4.4% | 0.83% | +10.2% |
| Q2 2015 | $1,118,000 | +8.2% | 7,454 | +9.6% | 0.75% | +13.1% |
| Q1 2015 | $1,033,000 | +120.3% | 6,799 | +98.4% | 0.67% | +88.1% |
| Q3 2014 | $469,000 | -29.5% | 3,427 | -26.3% | 0.35% | -31.7% |
| Q2 2014 | $665,000 | -6.2% | 4,650 | -9.8% | 0.52% | -21.3% |
| Q1 2014 | $709,000 | -0.8% | 5,154 | -3.5% | 0.66% | -6.7% |
| Q4 2013 | $715,000 | – | 5,342 | – | 0.70% | – |
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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% |