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 | $363,671 | -4.2% | 1,452 | 0.0% | 0.22% | -1.4% |
| Q2 2023 | $379,629 | -17.9% | 1,452 | -21.4% | 0.22% | -13.6% |
| Q1 2023 | $462,383 | +32.4% | 1,848 | +28.0% | 0.26% | +26.6% |
| Q4 2022 | $349,237 | +33.8% | 1,444 | +21.1% | 0.20% | +18.7% |
| Q3 2022 | $261,000 | -19.4% | 1,192 | -16.8% | 0.17% | -12.8% |
| Q2 2022 | $324,000 | +18.7% | 1,432 | +40.7% | 0.20% | +23.3% |
| Q1 2022 | $273,000 | -5.2% | 1,018 | +0.2% | 0.16% | -3.0% |
| Q4 2021 | $288,000 | +8.3% | 1,016 | +0.5% | 0.16% | 0.0% |
| Q3 2021 | $266,000 | -2.2% | 1,011 | 0.0% | 0.16% | -1.8% |
| Q2 2021 | $272,000 | +2.3% | 1,011 | -1.2% | 0.17% | -4.0% |
| Q1 2021 | $266,000 | +38.5% | 1,023 | +22.7% | 0.17% | +19.2% |
| Q4 2020 | $192,000 | +23.9% | 834 | 0.0% | 0.15% | +9.8% |
| Q3 2020 | $155,000 | +4.7% | 834 | 0.0% | 0.13% | -7.0% |
| Q2 2020 | $148,000 | +23.3% | 834 | 0.0% | 0.14% | -1.4% |
| Q1 2020 | $120,000 | -36.5% | 834 | -9.1% | 0.14% | -26.4% |
| Q4 2019 | $189,000 | – | 917 | – | 0.20% | – |
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% |