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 | $203,607,783 | +1.7% | 816,552 | +6.7% | 0.33% | +3.4% |
| Q2 2023 | $200,189,348 | -66.8% | 765,601 | -68.2% | 0.32% | -68.4% |
| Q1 2023 | $603,162,527 | +35.6% | 2,411,107 | +31.1% | 1.02% | +29.5% |
| Q4 2022 | $444,709,073 | +25.8% | 1,838,475 | +14.1% | 0.79% | +8.0% |
| Q3 2022 | $353,430,000 | +4.5% | 1,611,924 | +7.8% | 0.73% | +11.3% |
| Q2 2022 | $338,161,000 | -4.0% | 1,494,762 | +13.8% | 0.66% | +11.8% |
| Q1 2022 | $352,368,000 | -3.2% | 1,313,140 | +2.1% | 0.59% | +2.1% |
| Q4 2021 | $364,092,000 | +156.2% | 1,286,186 | +138.1% | 0.57% | +115.0% |
| Q3 2021 | $142,122,000 | -0.2% | 540,242 | +2.0% | 0.27% | 0.0% |
| Q2 2021 | $142,355,000 | +11.5% | 529,730 | +8.0% | 0.27% | +3.5% |
| Q1 2021 | $127,670,000 | +28.3% | 490,514 | +13.3% | 0.26% | +20.6% |
| Q4 2020 | $99,481,000 | +27.9% | 432,843 | +3.1% | 0.21% | +12.6% |
| Q3 2020 | $77,782,000 | +6.6% | 419,738 | +2.3% | 0.19% | -0.5% |
| Q2 2020 | $72,955,000 | +42.1% | 410,277 | +15.0% | 0.19% | +19.4% |
| Q1 2020 | $51,325,000 | -1.6% | 356,767 | +40.8% | 0.16% | +20.3% |
| Q4 2019 | $52,162,000 | +21.4% | 253,434 | +13.9% | 0.13% | +13.7% |
| Q3 2019 | $42,981,000 | +13.0% | 222,440 | +13.6% | 0.12% | +10.4% |
| Q2 2019 | $38,022,000 | +6.5% | 195,728 | +3.9% | 0.11% | +2.9% |
| Q1 2019 | $35,690,000 | +15.1% | 188,434 | +0.9% | 0.10% | +3.0% |
| Q4 2018 | $31,017,000 | -29.8% | 186,784 | -14.9% | 0.10% | -21.9% |
| Q3 2018 | $44,165,000 | +2.9% | 219,408 | -0.4% | 0.13% | -3.0% |
| Q2 2018 | $42,929,000 | -8.0% | 220,396 | -11.4% | 0.13% | -7.7% |
| Q1 2018 | $46,638,000 | -3.9% | 248,645 | -2.8% | 0.14% | -3.4% |
| Q4 2017 | $48,554,000 | +13.4% | 255,843 | +6.9% | 0.15% | +8.0% |
| Q3 2017 | $42,821,000 | +3.1% | 239,354 | +0.2% | 0.14% | -1.4% |
| Q2 2017 | $41,550,000 | +0.9% | 238,861 | -0.7% | 0.14% | -1.4% |
| Q1 2017 | $41,183,000 | +8.8% | 240,523 | +5.1% | 0.14% | +3.7% |
| Q4 2016 | $37,846,000 | +4.1% | 228,904 | -2.6% | 0.14% | +0.7% |
| Q3 2016 | $36,349,000 | +2.1% | 234,948 | -1.4% | 0.14% | 0.0% |
| Q2 2016 | $35,604,000 | +16.2% | 238,332 | +12.1% | 0.14% | +12.5% |
| Q1 2016 | $30,642,000 | +5.3% | 212,514 | +1.8% | 0.12% | +2.6% |
| Q4 2015 | $29,093,000 | +3.5% | 208,824 | +1.5% | 0.12% | -0.8% |
| Q3 2015 | $28,112,000 | -3.6% | 205,776 | +5.9% | 0.12% | +4.4% |
| Q2 2015 | $29,152,000 | -3.1% | 194,375 | -1.8% | 0.11% | -2.6% |
| Q1 2015 | $30,078,000 | +6.2% | 197,899 | +1.2% | 0.12% | +6.4% |
| Q4 2014 | $28,323,000 | +6.3% | 195,601 | +0.3% | 0.11% | +0.9% |
| Q3 2014 | $26,655,000 | -2.3% | 194,932 | +2.2% | 0.11% | -0.9% |
| Q2 2014 | $27,281,000 | +4.3% | 190,671 | +0.2% | 0.11% | +1.9% |
| Q1 2014 | $26,163,000 | +2.3% | 190,316 | -0.4% | 0.11% | +2.9% |
| Q4 2013 | $25,567,000 | +17.7% | 191,068 | +9.2% | 0.10% | +8.3% |
| Q3 2013 | $21,713,000 | +2.1% | 174,910 | -5.0% | 0.10% | -1.0% |
| Q2 2013 | $21,271,000 | – | 184,168 | – | 0.10% | – |
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% |