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 | $363,711 | -2.0% | 1,459 | +2.8% | 0.07% | -6.4% |
| Q2 2023 | $371,143 | +27.1% | 1,419 | +21.6% | 0.08% | +14.7% |
| Q1 2023 | $291,913 | +13.4% | 1,167 | +9.7% | 0.07% | +3.0% |
| Q4 2022 | $257,354 | +2.1% | 1,064 | -7.6% | 0.07% | -4.3% |
| Q3 2022 | $252,000 | -63.6% | 1,151 | -62.4% | 0.07% | -67.9% |
| Q2 2022 | $693,000 | +1475.0% | 3,062 | +1767.1% | 0.22% | +1553.8% |
| Q1 2022 | $44,000 | +33.3% | 164 | +40.2% | 0.01% | +44.4% |
| Q4 2021 | $33,000 | +6.5% | 117 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | -6.1% | 117 | -8.6% | 0.01% | -18.2% |
| Q1 2021 | $33,000 | +37.5% | 128 | +23.1% | 0.01% | +22.2% |
| Q4 2020 | $24,000 | +26.3% | 104 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $19,000 | +5.6% | 104 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 104 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $15,000 | +66.7% | 104 | +131.1% | 0.01% | +100.0% |
| Q4 2019 | $9,000 | 0.0% | 45 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $9,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | -10.0% | 45 | -27.4% | 0.01% | -16.7% |
| Q4 2018 | $10,000 | -95.4% | 62 | -94.3% | 0.01% | -95.2% |
| Q3 2018 | $219,000 | +606.5% | 1,090 | +581.2% | 0.13% | +563.2% |
| Q2 2018 | $31,000 | +121.4% | 160 | +107.8% | 0.02% | +137.5% |
| Q1 2018 | $14,000 | +366.7% | 77 | +352.9% | 0.01% | +300.0% |
| Q4 2017 | $3,000 | – | 17 | – | 0.00% | – |
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% |