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 | $8,340,929 | +6.6% | 33,451 | +11.8% | 0.14% | +9.0% |
| Q2 2023 | $7,821,831 | +18.0% | 29,914 | +12.9% | 0.13% | +9.9% |
| Q1 2023 | $6,628,504 | -61.1% | 26,497 | -62.4% | 0.12% | -62.8% |
| Q4 2022 | $17,046,696 | +246.2% | 70,473 | +213.8% | 0.32% | +187.6% |
| Q3 2022 | $4,924,000 | -7.3% | 22,457 | -4.3% | 0.11% | -5.0% |
| Q2 2022 | $5,309,000 | -21.6% | 23,469 | -7.0% | 0.12% | -9.8% |
| Q1 2022 | $6,768,000 | +1.8% | 25,222 | +7.4% | 0.13% | +4.8% |
| Q4 2021 | $6,647,000 | -22.1% | 23,481 | -27.6% | 0.13% | -26.7% |
| Q3 2021 | $8,534,000 | -4.7% | 32,439 | -2.6% | 0.17% | -4.4% |
| Q2 2021 | $8,955,000 | -2.4% | 33,322 | -5.5% | 0.18% | -10.4% |
| Q1 2021 | $9,179,000 | +8.6% | 35,264 | -4.1% | 0.20% | +3.1% |
| Q4 2020 | $8,449,000 | +22.7% | 36,763 | -1.1% | 0.20% | +13.4% |
| Q3 2020 | $6,888,000 | +3.7% | 37,172 | -0.5% | 0.17% | -1.7% |
| Q2 2020 | $6,644,000 | +39.7% | 37,363 | +13.0% | 0.18% | +6.1% |
| Q1 2020 | $4,755,000 | -31.8% | 33,052 | -2.4% | 0.16% | -13.2% |
| Q4 2019 | $6,970,000 | +6.4% | 33,866 | -0.1% | 0.19% | -2.1% |
| Q3 2019 | $6,549,000 | +9.3% | 33,892 | +9.9% | 0.19% | +4.9% |
| Q2 2019 | $5,991,000 | -1.2% | 30,840 | -3.7% | 0.18% | -0.5% |
| Q1 2019 | $6,064,000 | +33.1% | 32,018 | +16.7% | 0.19% | +10.1% |
| Q4 2018 | $4,556,000 | -12.5% | 27,435 | +6.0% | 0.17% | +3.7% |
| Q3 2018 | $5,209,000 | +3.0% | 25,881 | -0.3% | 0.16% | +3.8% |
| Q2 2018 | $5,056,000 | -5.3% | 25,959 | -8.8% | 0.16% | 0.0% |
| Q1 2018 | $5,341,000 | -0.2% | 28,475 | +1.0% | 0.16% | -7.1% |
| Q4 2017 | $5,352,000 | +37.8% | 28,199 | +29.8% | 0.17% | +33.1% |
| Q3 2017 | $3,885,000 | +2.8% | 21,717 | -0.1% | 0.13% | 0.0% |
| Q2 2017 | $3,780,000 | -5.2% | 21,730 | -6.7% | 0.13% | -6.6% |
| Q1 2017 | $3,987,000 | -20.8% | 23,289 | -23.5% | 0.14% | -21.4% |
| Q4 2016 | $5,034,000 | +48.6% | 30,444 | +39.0% | 0.17% | +41.8% |
| Q3 2016 | $3,388,000 | +8.8% | 21,897 | +5.0% | 0.12% | +6.1% |
| Q2 2016 | $3,114,000 | +12.7% | 20,846 | +8.7% | 0.12% | +11.7% |
| Q1 2016 | $2,764,000 | +10.4% | 19,169 | +6.6% | 0.10% | +8.4% |
| Q4 2015 | $2,504,000 | +3.5% | 17,975 | +1.5% | 0.10% | -1.0% |
| Q3 2015 | $2,420,000 | -13.0% | 17,715 | -4.5% | 0.10% | -7.7% |
| Q2 2015 | $2,782,000 | +3.5% | 18,550 | +4.8% | 0.10% | +3.0% |
| Q1 2015 | $2,688,000 | +35.6% | 17,692 | +29.3% | 0.10% | +32.9% |
| Q4 2014 | $1,982,000 | +3.7% | 13,688 | -2.1% | 0.08% | -1.3% |
| Q3 2014 | $1,911,000 | -11.4% | 13,976 | -7.3% | 0.08% | -11.5% |
| Q2 2014 | $2,157,000 | +5.1% | 15,074 | +1.0% | 0.09% | -1.1% |
| Q1 2014 | $2,052,000 | +6.7% | 14,928 | +3.8% | 0.09% | +3.5% |
| Q4 2013 | $1,924,000 | -1.0% | 14,378 | -8.1% | 0.08% | -10.5% |
| Q3 2013 | $1,943,000 | +32.6% | 15,650 | +23.4% | 0.10% | +23.4% |
| Q2 2013 | $1,465,000 | – | 12,685 | – | 0.08% | – |
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% |