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 | $251,594 | -4.6% | 1,009 | 0.0% | 0.21% | -3.2% |
Q2 2023 | $263,833 | +4.5% | 1,009 | 0.0% | 0.22% | +1.4% |
Q1 2023 | $252,411 | +3.4% | 1,009 | 0.0% | 0.22% | -4.9% |
Q4 2022 | $244,067 | +10.4% | 1,009 | 0.0% | 0.23% | -3.0% |
Q3 2022 | $221,000 | -3.1% | 1,009 | 0.0% | 0.23% | +7.4% |
Q2 2022 | $228,000 | -15.9% | 1,009 | 0.0% | 0.22% | +1.9% |
Q1 2022 | $271,000 | -5.2% | 1,009 | 0.0% | 0.21% | +0.9% |
Q4 2021 | $286,000 | +7.9% | 1,009 | 0.0% | 0.21% | -3.2% |
Q3 2021 | $265,000 | -3.3% | 1,009 | -1.1% | 0.22% | +3.3% |
Q2 2021 | $274,000 | +3.4% | 1,020 | 0.0% | 0.21% | -4.5% |
Q1 2021 | $265,000 | +13.2% | 1,020 | 0.0% | 0.22% | +5.2% |
Q4 2020 | $234,000 | +11.4% | 1,020 | 0.0% | 0.21% | -2.8% |
Q4 2019 | $210,000 | – | 1,020 | – | 0.22% | – |
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% |