ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,595 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.26 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $118,999,286 | +5.2% | 455,099 | +0.7% | 0.43% | +2.9% |
| Q1 2023 | $113,064,815 | +4.1% | 451,970 | +0.6% | 0.42% | -1.9% |
| Q4 2022 | $108,635,982 | +82.4% | 449,113 | +65.4% | 0.43% | +67.5% |
| Q3 2022 | $59,549,000 | -2.0% | 271,591 | +1.1% | 0.26% | +6.2% |
| Q2 2022 | $60,785,000 | -17.2% | 268,687 | -1.8% | 0.24% | -5.9% |
| Q1 2022 | $73,403,000 | -6.8% | 273,544 | -1.7% | 0.26% | -1.5% |
| Q4 2021 | $78,748,000 | +4.6% | 278,184 | -2.7% | 0.26% | -0.8% |
| Q3 2021 | $75,250,000 | -3.7% | 286,045 | -1.6% | 0.26% | -2.6% |
| Q2 2021 | $78,130,000 | -0.0% | 290,740 | -3.2% | 0.27% | -4.3% |
| Q1 2021 | $78,149,000 | +5.6% | 300,249 | -6.8% | 0.28% | +0.7% |
| Q4 2020 | $74,021,000 | +14.0% | 322,069 | -8.1% | 0.28% | -4.1% |
| Q3 2020 | $64,911,000 | -1.8% | 350,285 | -5.8% | 0.29% | -7.9% |
| Q2 2020 | $66,095,000 | +6.6% | 371,696 | -13.7% | 0.32% | -11.8% |
| Q1 2020 | $61,991,000 | -55.1% | 430,912 | -35.7% | 0.36% | -46.1% |
| Q4 2019 | $138,011,000 | +2.1% | 670,544 | -4.2% | 0.66% | -5.8% |
| Q3 2019 | $135,208,000 | -9.5% | 699,727 | -9.0% | 0.70% | -14.6% |
| Q2 2019 | $149,424,000 | -16.1% | 769,195 | -18.2% | 0.82% | -42.4% |
| Q1 2019 | $177,993,000 | -35.2% | 939,773 | +13.1% | 1.43% | +69.2% |
| Q4 2018 | $274,513,000 | +68.3% | 831,027 | +2.6% | 0.84% | -1.2% |
| Q3 2018 | $163,062,000 | +4.3% | 810,083 | +0.9% | 0.85% | -0.9% |
| Q2 2018 | $156,348,000 | -2.7% | 802,690 | -6.3% | 0.86% | -6.4% |
| Q1 2018 | $160,658,000 | +7.0% | 856,528 | +8.2% | 0.92% | +6.1% |
| Q4 2017 | $150,185,000 | +10.6% | 791,363 | +4.2% | 0.87% | +3.5% |
| Q3 2017 | $135,849,000 | +6.8% | 759,357 | +3.9% | 0.84% | -3.0% |
| Q2 2017 | $127,185,000 | – | 731,159 | – | 0.86% | – |
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% |