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 | $47 | -29.9% | 190 | -26.4% | 0.01% | -23.1% |
| Q2 2023 | $67 | +4.7% | 258 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $64 | -39.6% | 257 | -41.2% | 0.01% | -43.5% |
| Q4 2022 | $106 | -99.9% | 437 | +0.5% | 0.02% | 0.0% |
| Q3 2022 | $95,000 | -3.1% | 435 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $98,000 | +15.3% | 435 | +37.7% | 0.02% | +37.5% |
| Q1 2022 | $85,000 | +13.3% | 316 | +19.2% | 0.02% | +14.3% |
| Q4 2021 | $75,000 | -2.6% | 265 | -9.6% | 0.01% | -12.5% |
| Q3 2021 | $77,000 | +8.5% | 293 | +10.6% | 0.02% | 0.0% |
| Q2 2021 | $71,000 | +2.9% | 265 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $69,000 | +13.1% | 265 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $61,000 | +15.1% | 265 | -7.0% | 0.02% | 0.0% |
| Q3 2020 | $53,000 | -32.1% | 285 | -34.8% | 0.02% | -30.4% |
| Q2 2020 | $78,000 | +30.0% | 437 | +4.0% | 0.02% | +21.1% |
| Q1 2020 | $60,000 | -30.2% | 420 | 0.0% | 0.02% | -20.8% |
| Q4 2019 | $86,000 | +6.2% | 420 | +0.2% | 0.02% | 0.0% |
| Q3 2019 | $81,000 | 0.0% | 419 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $81,000 | +153.1% | 419 | +145.0% | 0.02% | +127.3% |
| Q1 2019 | $32,000 | +14.3% | 171 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | +3.7% | 171 | -17.8% | 0.01% | +10.0% |
| Q3 2018 | $27,000 | -34.1% | 208 | 0.0% | 0.01% | -37.5% |
| Q2 2018 | $41,000 | +5.1% | 208 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $39,000 | 0.0% | 208 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $39,000 | +5.4% | 208 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $37,000 | +2.8% | 208 | 0.0% | 0.02% | -5.9% |
| Q2 2017 | $36,000 | -25.0% | 208 | -25.2% | 0.02% | -29.2% |
| Q1 2017 | $48,000 | +4.3% | 278 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $46,000 | +7.0% | 278 | 0.0% | 0.02% | +4.3% |
| Q3 2016 | $43,000 | -41.1% | 278 | -43.1% | 0.02% | -42.5% |
| Q2 2016 | $73,000 | +4.3% | 489 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $70,000 | +2.9% | 489 | 0.0% | 0.04% | -2.4% |
| Q4 2015 | $68,000 | +1.5% | 489 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $67,000 | -8.2% | 489 | 0.0% | 0.04% | -2.4% |
| Q2 2015 | $73,000 | -1.4% | 489 | 0.0% | 0.04% | -2.3% |
| Q1 2015 | $74,000 | – | 489 | – | 0.04% | – |
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% |