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 | $418,908 | -4.6% | 1,680 | 0.0% | 0.12% | -3.3% |
Q2 2023 | $439,286 | +4.5% | 1,680 | 0.0% | 0.12% | -0.8% |
Q1 2023 | $420,269 | +3.4% | 1,680 | 0.0% | 0.12% | -4.7% |
Q4 2022 | $406,375 | +10.4% | 1,680 | 0.0% | 0.13% | -12.8% |
Q3 2022 | $368,000 | -3.2% | 1,680 | 0.0% | 0.15% | +2.1% |
Q2 2022 | $380,000 | -15.7% | 1,680 | 0.0% | 0.14% | +5.8% |
Q1 2022 | $451,000 | -5.3% | 1,680 | 0.0% | 0.14% | +3.0% |
Q4 2021 | $476,000 | +7.7% | 1,680 | 0.0% | 0.13% | -0.7% |
Q3 2021 | $442,000 | -2.0% | 1,680 | 0.0% | 0.13% | +0.8% |
Q2 2021 | $451,000 | +3.2% | 1,680 | 0.0% | 0.13% | -7.6% |
Q1 2021 | $437,000 | +13.2% | 1,680 | 0.0% | 0.14% | -5.3% |
Q4 2020 | $386,000 | +24.1% | 1,680 | 0.0% | 0.15% | +1.3% |
Q3 2020 | $311,000 | +4.0% | 1,680 | 0.0% | 0.15% | -5.1% |
Q2 2020 | $299,000 | +37.8% | 1,680 | +11.6% | 0.16% | +1.3% |
Q1 2020 | $217,000 | – | 1,505 | – | 0.16% | – |
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% |