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 | $85,656,749 | -5.2% | 343,519 | -0.6% | 0.33% | -5.7% |
Q2 2023 | $90,377,622 | +120065.4% | 345,637 | +15.0% | 0.35% | +8.4% |
Q1 2023 | $75,211 | +106.8% | 300,658 | +99.9% | 0.32% | +76.5% |
Q4 2022 | $36,372 | -99.9% | 150,371 | +9.2% | 0.18% | +17.3% |
Q3 2022 | $30,194,000 | +0.3% | 137,714 | +3.5% | 0.16% | -2.5% |
Q2 2022 | $30,100,000 | -3.8% | 133,058 | +14.1% | 0.16% | +6.0% |
Q1 2022 | $31,304,000 | -7.1% | 116,662 | -2.0% | 0.15% | -3.8% |
Q4 2021 | $33,681,000 | +36.8% | 118,988 | +27.1% | 0.16% | +21.7% |
Q3 2021 | $24,626,000 | +23.2% | 93,618 | +25.9% | 0.13% | +14.2% |
Q2 2021 | $19,981,000 | +9.7% | 74,357 | +6.3% | 0.11% | -8.1% |
Q1 2021 | $18,213,000 | +11.6% | 69,980 | -1.5% | 0.12% | -0.8% |
Q4 2020 | $16,321,000 | +38.3% | 71,022 | +11.5% | 0.12% | +11.7% |
Q3 2020 | $11,799,000 | +6.6% | 63,674 | +2.3% | 0.11% | -4.3% |
Q2 2020 | $11,064,000 | -29.4% | 62,220 | -42.9% | 0.12% | -43.7% |
Q1 2020 | $15,667,000 | -3.0% | 108,901 | +38.8% | 0.21% | +2.5% |
Q4 2019 | $16,153,000 | +58.6% | 78,484 | +48.9% | 0.20% | +45.7% |
Q3 2019 | $10,184,000 | +35.8% | 52,701 | +36.5% | 0.14% | +31.4% |
Q2 2019 | $7,500,000 | +1133.6% | 38,609 | +1103.9% | 0.10% | +1066.7% |
Q1 2019 | $608,000 | -1.8% | 3,207 | -14.0% | 0.01% | -18.2% |
Q4 2018 | $619,000 | +206.4% | 3,729 | +272.5% | 0.01% | +266.7% |
Q3 2018 | $202,000 | +117.2% | 1,001 | +109.0% | 0.00% | +50.0% |
Q2 2018 | $93,000 | +3.3% | 479 | 0.0% | 0.00% | +100.0% |
Q1 2018 | $90,000 | – | 479 | – | 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% |