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 | $3,207,072 | -6.3% | 12,862 | -1.7% | 1.38% | -3.4% |
| Q2 2023 | $3,421,363 | -54.2% | 13,085 | -56.2% | 1.43% | -58.2% |
| Q1 2023 | $7,473,092 | -11.9% | 29,873 | -14.8% | 3.42% | -21.1% |
| Q4 2022 | $8,482,106 | +13.7% | 35,066 | +3.1% | 4.34% | -0.8% |
| Q3 2022 | $7,457,000 | +2.0% | 34,012 | +5.2% | 4.37% | +7.6% |
| Q2 2022 | $7,311,000 | -12.0% | 32,318 | +4.4% | 4.06% | -5.3% |
| Q1 2022 | $8,304,000 | +18.5% | 30,945 | +25.0% | 4.29% | +12.0% |
| Q4 2021 | $7,010,000 | +10.2% | 24,762 | +2.4% | 3.83% | -0.8% |
| Q3 2021 | $6,362,000 | +1.2% | 24,182 | +3.4% | 3.86% | -3.1% |
| Q2 2021 | $6,287,000 | +4.0% | 23,394 | +0.7% | 3.99% | -2.8% |
| Q1 2021 | $6,047,000 | +6.5% | 23,233 | -6.0% | 4.10% | -8.0% |
| Q4 2020 | $5,678,000 | – | 24,707 | – | 4.46% | – |
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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% |