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 | $531 | +101.1% | 2,130 | +110.9% | 0.59% | +96.0% |
| Q2 2023 | $264 | +4.8% | 1,010 | +0.3% | 0.30% | +11.5% |
| Q1 2023 | $252 | +3.7% | 1,007 | +0.4% | 0.27% | -3.2% |
| Q4 2022 | $243 | -99.9% | 1,003 | -14.6% | 0.28% | +133.6% |
| Q3 2022 | $258,000 | -51.5% | 1,175 | -50.0% | 0.12% | -2.5% |
| Q2 2022 | $532,000 | +69.4% | 2,350 | +100.5% | 0.12% | -5.4% |
| Q1 2022 | $314,000 | 0.0% | 1,172 | +5.7% | 0.13% | -5.1% |
| Q4 2021 | $314,000 | +8.3% | 1,109 | +0.5% | 0.14% | +15.3% |
| Q3 2021 | $290,000 | -6.8% | 1,103 | -4.7% | 0.12% | -5.6% |
| Q2 2021 | $311,000 | 0.0% | 1,158 | -3.3% | 0.12% | -3.1% |
| Q1 2021 | $311,000 | +13.1% | 1,197 | 0.0% | 0.13% | +11.2% |
| Q4 2020 | $275,000 | +25.6% | 1,197 | +1.4% | 0.12% | +23.4% |
| Q3 2020 | $219,000 | +3.3% | 1,181 | -1.1% | 0.09% | -4.1% |
| Q2 2020 | $212,000 | -14.9% | 1,194 | -31.1% | 0.10% | +11.4% |
| Q1 2020 | $249,000 | -5.7% | 1,732 | +35.0% | 0.09% | -5.4% |
| Q4 2019 | $264,000 | – | 1,283 | – | 0.09% | – |
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% |