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 | $32,649,346 | -3.8% | 130,938 | +0.9% | 4.76% | -1.6% |
| Q2 2023 | $33,941,343 | +6.9% | 129,805 | +2.2% | 4.83% | -0.1% |
| Q1 2023 | $31,762,066 | +4.0% | 126,967 | +0.5% | 4.84% | -2.8% |
| Q4 2022 | $30,555,121 | +12.7% | 126,318 | +2.2% | 4.97% | -3.9% |
| Q3 2022 | $27,103,000 | +0.9% | 123,612 | +4.1% | 5.18% | +4.9% |
| Q2 2022 | $26,852,000 | -12.5% | 118,691 | +3.7% | 4.94% | -3.8% |
| Q1 2022 | $30,705,000 | -1.9% | 114,427 | +3.5% | 5.13% | -13.7% |
| Q4 2021 | $31,298,000 | +7.7% | 110,564 | +0.1% | 5.95% | -3.3% |
| Q3 2021 | $29,063,000 | +4.1% | 110,477 | +6.4% | 6.15% | +1.2% |
| Q2 2021 | $27,912,000 | +6.1% | 103,866 | +2.7% | 6.08% | -4.3% |
| Q1 2021 | $26,315,000 | -58.3% | 101,102 | -63.2% | 6.36% | +1.5% |
| Q4 2020 | $63,083,000 | +26.3% | 274,478 | +1.8% | 6.26% | +7.7% |
| Q3 2020 | $49,948,000 | +5.4% | 269,537 | +1.1% | 5.81% | +10.6% |
| Q2 2020 | $47,411,000 | +79.0% | 266,624 | +44.8% | 5.26% | +45.6% |
| Q1 2020 | $26,487,000 | -23.6% | 184,120 | +9.4% | 3.61% | -27.2% |
| Q4 2019 | $34,651,000 | +20.9% | 168,358 | +13.5% | 4.96% | -7.7% |
| Q3 2019 | $28,652,000 | -0.5% | 148,279 | +0.1% | 5.38% | -3.0% |
| Q2 2019 | $28,782,000 | +2.4% | 148,165 | -0.2% | 5.54% | -3.1% |
| Q1 2019 | $28,112,000 | +30.6% | 148,426 | +14.5% | 5.72% | +0.1% |
| Q4 2018 | $21,519,000 | – | 129,587 | – | 5.72% | – |
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% |