ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $32,312,586 | +4.7% | 123,576 | +0.2% | 6.98% | -0.2% |
| Q1 2023 | $30,862,705 | +10.4% | 123,372 | -3.2% | 6.99% | -13.8% |
| Q4 2022 | $27,944,198 | +0.0% | 127,448 | +0.0% | 8.11% | 0.0% |
| Q3 2022 | $27,944,000 | -2.5% | 127,447 | +0.7% | 8.11% | +3.3% |
| Q2 2022 | $28,646,000 | -15.7% | 126,622 | -0.0% | 7.85% | -1.8% |
| Q1 2022 | $33,989,000 | -4.9% | 126,666 | +0.3% | 7.99% | -0.0% |
| Q4 2021 | $35,755,000 | +8.0% | 126,307 | +0.4% | 8.00% | +0.3% |
| Q3 2021 | $33,097,000 | -1.5% | 125,811 | +0.6% | 7.98% | -0.3% |
| Q2 2021 | $33,598,000 | +5.5% | 125,024 | +2.1% | 8.00% | -2.8% |
| Q1 2021 | $31,860,000 | +10.1% | 122,407 | -2.8% | 8.23% | +3.6% |
| Q4 2020 | $28,947,000 | +7.4% | 125,952 | -12.2% | 7.94% | +0.7% |
| Q3 2020 | $26,944,000 | +4.9% | 143,495 | -0.8% | 7.88% | -0.8% |
| Q2 2020 | $25,682,000 | +22.4% | 144,712 | -0.8% | 7.94% | +21.6% |
| Q1 2020 | $20,982,000 | +26.9% | 145,856 | +81.5% | 6.53% | +32.1% |
| Q4 2019 | $16,540,000 | +16.6% | 80,364 | +9.5% | 4.94% | +3.3% |
| Q3 2019 | $14,180,000 | +10.5% | 73,385 | +11.1% | 4.78% | +1.0% |
| Q2 2019 | $12,830,000 | +16.0% | 66,047 | +13.1% | 4.74% | -2.6% |
| Q1 2019 | $11,056,000 | +46.0% | 58,376 | +28.0% | 4.87% | +11.2% |
| Q4 2018 | $7,572,000 | – | 45,598 | – | 4.38% | – |
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% |