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 | $658,533 | -12.0% | 2,641 | -7.8% | 0.06% | -6.6% |
| Q2 2023 | $748,617 | +13.3% | 2,863 | +8.4% | 0.06% | 0.0% |
| Q1 2023 | $660,673 | -6.3% | 2,641 | -9.4% | 0.06% | 0.0% |
| Q4 2022 | $705,109 | +21.8% | 2,915 | +10.4% | 0.06% | +7.0% |
| Q3 2022 | $579,000 | -3.0% | 2,641 | 0.0% | 0.06% | -5.0% |
| Q2 2022 | $597,000 | -15.8% | 2,641 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $709,000 | -5.2% | 2,641 | 0.0% | 0.06% | +12.7% |
| Q4 2021 | $748,000 | +7.6% | 2,641 | 0.0% | 0.06% | -3.5% |
| Q3 2021 | $695,000 | -2.1% | 2,641 | 0.0% | 0.06% | -1.7% |
| Q2 2021 | $710,000 | -23.5% | 2,641 | -25.9% | 0.06% | -31.8% |
| Q1 2021 | $928,000 | -49.0% | 3,565 | -55.0% | 0.08% | -45.9% |
| Q4 2020 | $1,821,000 | +24.0% | 7,925 | 0.0% | 0.16% | -1.9% |
| Q3 2020 | $1,469,000 | +4.3% | 7,925 | 0.0% | 0.16% | -3.0% |
| Q2 2020 | $1,409,000 | +23.6% | 7,925 | 0.0% | 0.16% | +9.3% |
| Q1 2020 | $1,140,000 | -33.5% | 7,925 | -4.8% | 0.15% | -6.8% |
| Q4 2019 | $1,713,000 | +11.9% | 8,325 | +5.0% | 0.16% | +2.5% |
| Q3 2019 | $1,531,000 | -0.6% | 7,925 | 0.0% | 0.16% | -24.0% |
| Q2 2019 | $1,540,000 | -48.7% | 7,925 | -50.0% | 0.21% | -1.9% |
| Q1 2019 | $3,002,000 | – | 15,850 | – | 0.21% | – |
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% |