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 | $22,691 | -4.6% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,795 | +4.5% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $22,765 | +3.4% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $22,012 | -59.2% | 91 | -52.4% | 0.00% | -60.0% |
| Q4 2021 | $54,000 | +8.0% | 191 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $50,000 | -2.0% | 191 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $51,000 | -21.5% | 191 | -23.0% | 0.01% | -28.6% |
| Q1 2021 | $65,000 | +14.0% | 248 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $57,000 | +23.9% | 248 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $46,000 | +4.5% | 248 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $44,000 | +22.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $36,000 | -29.4% | 248 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $51,000 | +6.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $48,000 | 0.0% | 248 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $48,000 | +2.1% | 248 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $47,000 | +14.6% | 248 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $41,000 | -18.0% | 248 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $50,000 | +4.2% | 248 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $48,000 | +182.4% | 248 | +172.5% | 0.01% | +133.3% |
| Q1 2018 | $17,000 | 0.0% | 91 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $17,000 | – | 91 | – | 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% |