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 | $34,161 | +7358.7% | 137 | +878.6% | 0.00% | – |
| Q2 2023 | $458 | -99.6% | 14 | -96.8% | 0.00% | -100.0% |
| Q4 2022 | $105,948 | -56.0% | 438 | -60.2% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | -65.1% | 1,101 | -64.0% | 0.00% | -80.0% |
| Q2 2022 | $691,000 | -81.1% | 3,055 | -77.6% | 0.01% | -83.9% |
| Q1 2022 | $3,660,000 | +268.2% | 13,640 | +288.3% | 0.03% | +287.5% |
| Q4 2021 | $994,000 | +2.5% | 3,513 | -4.7% | 0.01% | -33.3% |
| Q3 2021 | $970,000 | -9.5% | 3,688 | -10.5% | 0.01% | -29.4% |
| Q1 2021 | $1,072,000 | +1885.2% | 4,120 | +1653.2% | 0.02% | +1600.0% |
| Q4 2020 | $54,000 | – | 235 | – | 0.00% | – |
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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% |