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 | $3,883,232 | -4.3% | 15,573 | +0.3% | 1.82% | -3.0% |
| Q2 2023 | $4,058,850 | +1.6% | 15,523 | -2.8% | 1.88% | -8.3% |
| Q1 2023 | $3,996,424 | +0.1% | 15,975 | -3.2% | 2.05% | -5.5% |
| Q4 2022 | $3,991,563 | +19.2% | 16,502 | +8.0% | 2.17% | +10.2% |
| Q3 2022 | $3,350,000 | +1.5% | 15,278 | +4.7% | 1.97% | +16.5% |
| Q2 2022 | $3,302,000 | -16.0% | 14,594 | -0.4% | 1.69% | +1.3% |
| Q1 2022 | $3,933,000 | -7.1% | 14,657 | -2.0% | 1.67% | -5.5% |
| Q4 2021 | $4,233,000 | +3.5% | 14,954 | -3.8% | 1.77% | -9.0% |
| Q3 2021 | $4,089,000 | -1.4% | 15,543 | +0.8% | 1.94% | -1.8% |
| Q2 2021 | $4,145,000 | +4.5% | 15,423 | +1.2% | 1.98% | -8.5% |
| Q1 2021 | $3,965,000 | +0.6% | 15,235 | -11.2% | 2.16% | -0.3% |
| Q4 2020 | $3,943,000 | +20.7% | 17,157 | -2.7% | 2.17% | +3.0% |
| Q3 2020 | $3,268,000 | -2.2% | 17,634 | -6.2% | 2.11% | -14.3% |
| Q2 2020 | $3,343,000 | -40.7% | 18,802 | -52.0% | 2.46% | -56.7% |
| Q1 2020 | $5,637,000 | -26.5% | 39,186 | +5.1% | 5.68% | -10.7% |
| Q4 2019 | $7,674,000 | +18.8% | 37,287 | +11.5% | 6.35% | +0.3% |
| Q3 2019 | $6,461,000 | +8.5% | 33,435 | +9.1% | 6.34% | +9.0% |
| Q2 2019 | $5,955,000 | +19.6% | 30,656 | +16.6% | 5.81% | +11.7% |
| Q1 2019 | $4,980,000 | +34.9% | 26,295 | +18.3% | 5.20% | +13.7% |
| Q4 2018 | $3,692,000 | -5.3% | 22,233 | +14.8% | 4.58% | -5.5% |
| Q3 2018 | $3,897,000 | – | 19,360 | – | 4.84% | – |
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% |