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 | $306,451 | -4.6% | 1,229 | 0.0% | 0.08% | -11.8% |
| Q2 2023 | $321,359 | +4.5% | 1,229 | 0.0% | 0.09% | +1.1% |
| Q1 2023 | $307,447 | +3.0% | 1,229 | 0.0% | 0.09% | -4.2% |
| Q4 2022 | $298,598 | +0.1% | 1,229 | -0.1% | 0.10% | -1.0% |
| Q3 2022 | $298,312 | +5174.3% | 1,230 | +4820.0% | 0.10% | +4750.0% |
| Q2 2022 | $5,656 | -24.7% | 25 | -10.7% | 0.00% | 0.0% |
| Q1 2022 | $7,514 | +77.1% | 28 | +86.7% | 0.00% | +100.0% |
| Q4 2021 | $4,242 | +1.5% | 15 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $4,180 | +3.7% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,031 | -76.2% | 15 | -76.9% | 0.00% | -77.8% |
| Q1 2021 | $16,918 | +390.8% | 65 | +333.3% | 0.01% | +350.0% |
| Q4 2020 | $3,447 | – | 15 | – | 0.00% | – |
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% |