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 | $22,172,097 | +50.4% | 88,920 | +57.7% | 0.24% | +46.1% |
| Q2 2023 | $14,743,532 | +2.0% | 56,385 | -3.5% | 0.17% | -7.7% |
| Q1 2023 | $14,454,106 | +20.0% | 58,440 | -14.9% | 0.18% | -44.3% |
| Q4 2022 | $12,048,926 | -12.5% | 68,687 | +9.3% | 0.32% | +43.8% |
| Q3 2022 | $13,778,000 | +0.3% | 62,839 | +3.4% | 0.23% | -0.9% |
| Q2 2022 | $13,741,000 | -20.9% | 60,744 | -6.2% | 0.23% | -18.3% |
| Q1 2022 | $17,369,000 | -12.5% | 64,726 | -7.7% | 0.28% | -6.7% |
| Q4 2021 | $19,851,000 | +121.5% | 70,124 | +105.8% | 0.30% | +34.7% |
| Q3 2021 | $8,963,000 | -13.1% | 34,067 | -11.2% | 0.22% | -19.0% |
| Q2 2021 | $10,315,000 | -2.5% | 38,384 | -5.6% | 0.27% | -13.0% |
| Q1 2021 | $10,583,000 | +13.2% | 40,660 | -0.0% | 0.32% | +2.9% |
| Q4 2020 | $9,348,000 | +12.3% | 40,673 | -9.4% | 0.31% | +5.9% |
| Q3 2020 | $8,322,000 | -3.9% | 44,911 | -7.8% | 0.29% | -14.5% |
| Q2 2020 | $8,660,000 | +27.7% | 48,701 | +3.3% | 0.34% | +3.4% |
| Q1 2020 | $6,784,000 | -48.6% | 47,159 | -26.5% | 0.33% | -37.8% |
| Q4 2019 | $13,211,000 | +1.6% | 64,187 | -4.6% | 0.53% | -9.0% |
| Q3 2019 | $13,008,000 | +4.2% | 67,315 | +4.7% | 0.58% | -24.3% |
| Q2 2019 | $12,485,000 | +3.5% | 64,268 | +0.9% | 0.76% | -1.9% |
| Q1 2019 | $12,067,000 | +9.4% | 63,710 | -4.1% | 0.78% | +9.6% |
| Q4 2018 | $11,030,000 | -33.6% | 66,423 | -19.5% | 0.71% | -44.3% |
| Q3 2018 | $16,610,000 | +24.9% | 82,516 | +20.9% | 1.28% | +5.0% |
| Q2 2018 | $13,297,000 | +11.4% | 68,236 | +4.7% | 1.22% | -10.9% |
| Q1 2018 | $11,934,000 | +44.0% | 65,153 | +52.7% | 1.36% | +21.6% |
| Q4 2017 | $8,287,000 | +10.1% | 42,676 | +2.5% | 1.12% | -4.1% |
| Q3 2017 | $7,526,000 | -99.9% | 41,641 | -11.0% | 1.17% | -16.3% |
| Q2 2017 | $8,126,121,000 | +132419.9% | 46,769 | +28.8% | 1.40% | +0.1% |
| Q1 2017 | $6,132,000 | +86.4% | 36,322 | +85.6% | 1.39% | +52.9% |
| Q4 2016 | $3,289,000 | – | 19,565 | – | 0.91% | – |
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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% |