ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,076,026 | -19.7% | 19,413 | -23.2% | 0.48% | -26.3% |
| Q1 2023 | $6,321,849 | +80907.8% | 25,271 | -21.7% | 0.65% | -34.6% |
| Q4 2022 | $7,804 | -99.6% | 32,262 | +253.5% | 0.99% | +240.2% |
| Q3 2022 | $2,001,000 | +9.6% | 9,127 | +13.1% | 0.29% | +9.4% |
| Q2 2022 | $1,826,000 | -31.0% | 8,073 | -18.2% | 0.27% | -26.7% |
| Q1 2022 | $2,648,000 | -12.7% | 9,868 | -7.9% | 0.36% | -18.4% |
| Q4 2021 | $3,033,000 | -0.6% | 10,717 | -7.6% | 0.44% | -14.9% |
| Q3 2021 | $3,050,000 | -3.3% | 11,597 | -1.2% | 0.52% | +47.7% |
| Q2 2021 | $3,153,000 | -3.4% | 11,732 | -6.5% | 0.35% | -49.8% |
| Q1 2021 | $3,265,000 | +20.2% | 12,544 | +6.1% | 0.70% | +6.2% |
| Q4 2020 | $2,716,000 | +136.2% | 11,821 | +90.5% | 0.66% | +103.1% |
| Q3 2020 | $1,150,000 | -16.0% | 6,204 | -19.4% | 0.33% | -25.3% |
| Q2 2020 | $1,369,000 | +119.0% | 7,696 | +77.2% | 0.44% | +29.2% |
| Q1 2020 | $625,000 | -3.3% | 4,343 | +38.4% | 0.34% | +11.1% |
| Q4 2019 | $646,000 | +28.2% | 3,139 | +20.4% | 0.30% | +20.1% |
| Q3 2019 | $504,000 | +22.6% | 2,608 | +23.1% | 0.25% | +22.7% |
| Q2 2019 | $411,000 | +1.0% | 2,118 | -1.4% | 0.21% | +2.5% |
| Q1 2019 | $407,000 | -99.7% | 2,147 | -99.7% | 0.20% | -95.8% |
| Q4 2018 | $128,248,000 | +36437.9% | 771,537 | +44164.9% | 4.81% | +4809.2% |
| Q3 2018 | $351,000 | -17.4% | 1,743 | -20.1% | 0.10% | +553.3% |
| Q2 2018 | $425,000 | +3.9% | 2,182 | 0.0% | 0.02% | -16.7% |
| Q1 2018 | $409,000 | +19.6% | 2,182 | +21.0% | 0.02% | -90.6% |
| Q4 2017 | $342,000 | +5.9% | 1,804 | 0.0% | 0.19% | -5.0% |
| Q3 2017 | $323,000 | -46.3% | 1,804 | -47.9% | 0.20% | +40.6% |
| Q2 2017 | $602,000 | +103.4% | 3,460 | +100.0% | 0.14% | -31.2% |
| Q1 2017 | $296,000 | +3.5% | 1,730 | 0.0% | 0.21% | -9.2% |
| Q4 2016 | $286,000 | – | 1,730 | – | 0.23% | – |
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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% |