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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,451 | -99.9% | 6 | -99.9% | 0.00% | -99.9% |
| Q4 2019 | $1,918,000 | +4.5% | 9,319 | -2.0% | 1.07% | -14.0% |
| Q3 2019 | $1,836,000 | -1.0% | 9,506 | -0.2% | 1.24% | -4.2% |
| Q2 2019 | $1,855,000 | +2.1% | 9,524 | +0.7% | 1.30% | -5.0% |
| Q1 2019 | $1,816,000 | -76.2% | 9,461 | -77.9% | 1.36% | -73.9% |
| Q4 2018 | $7,642,000 | +9955.3% | 42,719 | +11083.0% | 5.23% | +10356.0% |
| Q3 2018 | $76,000 | +2.7% | 382 | 0.0% | 0.05% | -5.7% |
| Q2 2018 | $74,000 | +4.2% | 382 | 0.0% | 0.05% | -3.6% |
| Q1 2018 | $71,000 | -1.4% | 382 | 0.0% | 0.06% | -1.8% |
| Q4 2017 | $72,000 | -4.0% | 382 | -9.5% | 0.06% | -9.7% |
| Q3 2017 | $75,000 | +2.7% | 422 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $73,000 | -36.5% | 422 | -37.2% | 0.06% | -39.4% |
| Q1 2017 | $115,000 | +3.6% | 672 | 0.0% | 0.10% | 0.0% |
| Q4 2016 | $111,000 | +7.8% | 672 | 0.0% | 0.10% | +7.2% |
| Q3 2016 | $103,000 | -52.5% | 672 | -53.9% | 0.10% | -52.7% |
| Q2 2016 | $217,000 | +3.8% | 1,458 | +0.2% | 0.20% | +1.5% |
| Q1 2016 | $209,000 | -94.1% | 1,455 | -93.8% | 0.20% | -93.9% |
| Q4 2015 | $3,568,000 | – | 23,428 | – | 3.32% | – |
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% |