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 | $58,440,658 | -1.6% | 234,372 | +3.2% | 0.58% | -3.4% |
| Q2 2023 | $59,378,970 | -7.6% | 227,088 | -11.6% | 0.60% | -14.5% |
| Q1 2023 | $64,240,461 | +3.1% | 256,797 | -0.3% | 0.70% | +25.6% |
| Q4 2022 | $62,303,365 | -99.9% | 257,569 | -49.6% | 0.55% | -7.5% |
| Q3 2022 | $56,030,975,000 | +127167.9% | 510,582 | +162.4% | 0.60% | +32.5% |
| Q2 2022 | $44,026,000 | -7.0% | 194,607 | +10.3% | 0.45% | -8.3% |
| Q1 2022 | $47,356,000 | +1.7% | 176,479 | +7.3% | 0.49% | +4.7% |
| Q4 2021 | $46,544,000 | -11.0% | 164,421 | -17.3% | 0.47% | -9.9% |
| Q3 2021 | $52,293,000 | +14.7% | 198,781 | +17.2% | 0.52% | +1.2% |
| Q2 2021 | $45,586,000 | -11.9% | 169,634 | -14.7% | 0.52% | -21.3% |
| Q1 2021 | $51,753,000 | -11.2% | 198,835 | -21.7% | 0.66% | -2.8% |
| Q4 2020 | $58,307,000 | -99.8% | 253,907 | +49.2% | 0.68% | +14.6% |
| Q3 2020 | $31,607,000,000 | – | 170,130 | – | 0.59% | – |
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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% |