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 | $1,071,543 | -4.3% | 4,297 | +0.4% | 0.65% | +9.0% |
| Q2 2023 | $1,119,487 | -8.3% | 4,281 | -12.3% | 0.60% | +16.3% |
| Q1 2023 | $1,220,432 | -1.3% | 4,879 | -4.6% | 0.51% | -15.0% |
| Q4 2022 | $1,236,853 | +10.1% | 5,113 | -0.2% | 0.60% | +17.2% |
| Q3 2022 | $1,123,000 | -2.3% | 5,121 | +0.8% | 0.52% | -0.8% |
| Q2 2022 | $1,150,000 | -58.8% | 5,082 | -51.2% | 0.52% | -10.0% |
| Q1 2022 | $2,794,000 | +120.3% | 10,412 | +132.5% | 0.58% | +3.4% |
| Q4 2021 | $1,268,000 | +7.5% | 4,478 | -0.1% | 0.56% | -2.3% |
| Q3 2021 | $1,179,000 | -4.1% | 4,482 | -2.0% | 0.57% | -9.4% |
| Q2 2021 | $1,229,000 | +11.3% | 4,573 | +7.9% | 0.63% | -2.9% |
| Q1 2021 | $1,104,000 | -6.0% | 4,240 | -17.0% | 0.65% | -17.2% |
| Q4 2020 | $1,175,000 | +21.9% | 5,110 | -1.8% | 0.78% | +10.4% |
| Q3 2020 | $964,000 | -7.4% | 5,203 | -11.1% | 0.71% | -12.2% |
| Q2 2020 | $1,041,000 | +20.8% | 5,852 | -2.3% | 0.81% | -1.2% |
| Q1 2020 | $862,000 | -26.5% | 5,989 | +5.0% | 0.82% | -17.1% |
| Q4 2019 | $1,173,000 | – | 5,702 | – | 0.99% | – |
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% |