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 | $2,407,041 | +1.4% | 9,206 | -3.0% | 0.72% | -8.5% |
| Q1 2023 | $2,374,266 | +3.6% | 9,490 | +0.1% | 0.79% | -6.8% |
| Q4 2022 | $2,292,730 | +16.9% | 9,478 | +5.9% | 0.85% | -8.4% |
| Q3 2022 | $1,962,000 | -3.4% | 8,948 | -0.4% | 0.93% | -9.6% |
| Q2 2022 | $2,032,000 | -2.6% | 8,981 | +15.5% | 1.02% | -4.3% |
| Q1 2022 | $2,087,000 | -6.4% | 7,777 | -1.2% | 1.07% | -16.5% |
| Q4 2021 | $2,229,000 | +5.2% | 7,870 | -2.3% | 1.28% | -26.2% |
| Q3 2021 | $2,118,000 | -10.2% | 8,054 | -8.2% | 1.74% | -13.4% |
| Q2 2021 | $2,358,000 | +7.1% | 8,778 | +3.8% | 2.00% | -20.2% |
| Q1 2021 | $2,201,000 | -38.1% | 8,454 | -45.3% | 2.51% | -35.2% |
| Q4 2020 | $3,554,000 | -69.7% | 15,462 | -75.6% | 3.88% | -24.2% |
| Q3 2020 | $11,730,000 | +32.3% | 63,318 | +27.0% | 5.12% | -17.9% |
| Q2 2020 | $8,866,000 | -16.6% | 49,869 | -32.5% | 6.24% | -4.8% |
| Q1 2020 | $10,633,000 | -58.4% | 73,883 | -40.5% | 6.55% | -12.4% |
| Q4 2019 | $25,548,000 | +6.1% | 124,135 | -0.4% | 7.47% | +0.5% |
| Q3 2019 | $24,070,000 | -0.4% | 124,599 | +0.2% | 7.44% | +0.8% |
| Q2 2019 | $24,157,000 | +4.1% | 124,333 | +1.5% | 7.38% | +2.1% |
| Q1 2019 | $23,198,000 | +14.2% | 122,505 | +0.1% | 7.23% | +5.1% |
| Q4 2018 | $20,314,000 | -18.2% | 122,355 | -0.9% | 6.88% | -7.6% |
| Q3 2018 | $24,846,000 | +2.3% | 123,447 | -0.9% | 7.45% | -0.6% |
| Q2 2018 | $24,281,000 | +28.3% | 124,629 | +23.5% | 7.49% | +25.4% |
| Q1 2018 | $18,921,000 | +69.3% | 100,899 | +71.4% | 5.98% | +64.5% |
| Q4 2017 | $11,174,000 | – | 58,880 | – | 3.63% | – |
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% |