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 | $351,536 | -0.6% | 1,410 | +4.3% | 0.03% | +8.3% |
| Q2 2023 | $353,518 | -1.9% | 1,352 | -6.2% | 0.02% | -11.1% |
| Q1 2023 | $360,481 | -12.1% | 1,441 | -15.0% | 0.03% | -18.2% |
| Q4 2022 | $410,245 | +38.6% | 1,696 | +25.8% | 0.03% | +13.8% |
| Q3 2022 | $296,000 | -11.4% | 1,348 | -8.7% | 0.03% | -6.5% |
| Q2 2022 | $334,000 | -10.0% | 1,476 | +6.6% | 0.03% | +10.7% |
| Q1 2022 | $371,000 | -8.2% | 1,384 | -3.1% | 0.03% | -6.7% |
| Q4 2021 | $404,000 | +15.8% | 1,428 | +7.5% | 0.03% | +7.1% |
| Q3 2021 | $349,000 | -3.1% | 1,328 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $360,000 | -59.8% | 1,328 | -78.6% | 0.03% | -83.0% |
| Q1 2020 | $895,000 | -11.3% | 6,220 | +1.9% | 0.17% | -60.3% |
| Q4 2016 | $1,009,000 | – | 6,102 | – | 0.43% | – |
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% |