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 | $467,709 | -3.6% | 1,875,715 | +1.1% | 6.43% | -2.2% |
| Q2 2023 | $485,201 | +10.3% | 1,855,594 | +5.5% | 6.57% | +2.8% |
| Q1 2023 | $439,905 | +8.3% | 1,758,495 | +4.7% | 6.39% | -1.5% |
| Q4 2022 | $406,111 | -99.9% | 1,678,908 | +2.8% | 6.49% | +0.5% |
| Q3 2022 | $358,076,000 | -1.0% | 1,633,113 | +2.2% | 6.45% | +0.3% |
| Q2 2022 | $361,681,000 | -11.7% | 1,598,730 | +4.7% | 6.43% | -3.2% |
| Q1 2022 | $409,596,000 | -2.2% | 1,526,406 | +3.1% | 6.65% | -2.6% |
| Q4 2021 | $418,970,000 | +13.2% | 1,480,039 | +5.2% | 6.82% | +0.4% |
| Q3 2021 | $370,237,000 | +6.1% | 1,407,369 | +8.3% | 6.80% | -1.1% |
| Q2 2021 | $349,067,000 | +13.2% | 1,298,950 | +9.6% | 6.88% | -3.1% |
| Q1 2021 | $308,493,000 | +20.0% | 1,185,238 | +6.0% | 7.09% | +2.1% |
| Q4 2020 | $257,007,000 | +28.7% | 1,118,247 | +3.7% | 6.95% | +5.9% |
| Q3 2020 | $199,763,000 | – | 1,077,995 | – | 6.56% | – |
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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% |