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 | $1,434 | -5.6% | 5,752 | -1.0% | 1.12% | -0.5% |
| Q2 2023 | $1,519 | +4.5% | 5,811 | 0.0% | 1.12% | +11.6% |
| Q1 2023 | $1,454 | +3.4% | 5,811 | 0.0% | 1.01% | +8.9% |
| Q4 2022 | $1,406 | -99.9% | 5,811 | -1.0% | 0.92% | -16.9% |
| Q3 2022 | $1,287,000 | -1.3% | 5,868 | +97700.0% | 1.11% | -6.7% |
| Q2 2022 | $1,304,000 | -15.7% | 6 | 0.0% | 1.19% | -3.7% |
| Q1 2022 | $1,546,000 | -5.2% | 6 | -99.9% | 1.24% | +5.7% |
| Q4 2021 | $1,631,000 | +7.6% | 5,762 | 0.0% | 1.17% | -13.4% |
| Q3 2021 | $1,516,000 | +0.3% | 5,762 | +2.5% | 1.35% | +18.4% |
| Q2 2021 | $1,511,000 | +2.9% | 5,622 | -0.4% | 1.14% | -1.6% |
| Q1 2021 | $1,468,000 | +11.4% | 5,642 | -1.6% | 1.16% | +13.8% |
| Q4 2020 | $1,318,000 | +12.5% | 5,736 | -9.3% | 1.02% | +29.3% |
| Q3 2020 | $1,172,000 | +1.7% | 6,327 | -2.3% | 0.79% | +7.3% |
| Q2 2020 | $1,152,000 | +23.6% | 6,478 | -0.0% | 0.74% | +9.1% |
| Q1 2020 | $932,000 | -30.3% | 6,479 | -0.2% | 0.67% | -6.5% |
| Q4 2019 | $1,337,000 | +4.5% | 6,494 | -1.9% | 0.72% | -16.9% |
| Q3 2019 | $1,280,000 | -2.2% | 6,623 | -1.7% | 0.87% | -8.5% |
| Q2 2019 | $1,309,000 | +1.8% | 6,739 | -0.8% | 0.95% | +5.8% |
| Q1 2019 | $1,286,000 | +8.2% | 6,790 | -5.2% | 0.90% | -26.2% |
| Q4 2018 | $1,189,000 | -25.2% | 7,162 | -9.3% | 1.22% | -19.0% |
| Q3 2018 | $1,589,000 | – | 7,898 | – | 1.50% | – |
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% |