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 | $102 | -4.7% | 411 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $107 | +10600.0% | 411 | +37.0% | 0.02% | – |
| Q1 2023 | $1 | -99.0% | 300 | -24.1% | 0.00% | -100.0% |
| Q4 2022 | $96 | -99.9% | 395 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $87,000 | -2.2% | 395 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $89,000 | -16.0% | 395 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $106,000 | -27.9% | 395 | -23.7% | 0.02% | -21.1% |
| Q4 2021 | $147,000 | +8.1% | 518 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $136,000 | -2.2% | 518 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $139,000 | +3.0% | 518 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $135,000 | +275.0% | 518 | +227.8% | 0.02% | +233.3% |
| Q4 2020 | $36,000 | +24.1% | 158 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $29,000 | +3.6% | 158 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +21.7% | 158 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $23,000 | -30.3% | 158 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $33,000 | +6.5% | 158 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | +19.2% | 158 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | – | 158 | – | 0.01% | – |
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% |