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 | $10,735,016 | +63.9% | 43,052 | +64.4% | 0.01% | +66.7% |
| Q2 2023 | $6,549,939 | 0.0% | 26,183 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,549,939 | +3.4% | 26,183 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,333,406 | -99.9% | 26,183 | -11.9% | 0.00% | -25.0% |
| Q3 2022 | $6,513,995,000 | -3.1% | 29,709 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,721,067,000 | +22.2% | 29,709 | +45.0% | 0.00% | +100.0% |
| Q1 2022 | $5,498,555,000 | -5.2% | 20,491 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,800,592,000 | +7.6% | 20,491 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,390,567,000 | -90.3% | 20,491 | -92.8% | 0.00% | -94.6% |
| Q3 2019 | $55,360,395,000 | +6.6% | 286,500 | +7.2% | 0.04% | 0.0% |
| Q2 2019 | $51,912,100,000 | +14.8% | 267,230 | +11.9% | 0.04% | +8.8% |
| Q1 2019 | $45,226,637,000 | +18.3% | 238,789 | +3.7% | 0.03% | +3.0% |
| Q4 2018 | $38,232,990,000 | -15.8% | 230,236 | +2.1% | 0.03% | -2.9% |
| Q3 2018 | $45,380,831,000 | +3.5% | 225,450 | +0.2% | 0.03% | 0.0% |
| Q2 2018 | $43,840,109,000 | +7.8% | 225,075 | +3.8% | 0.03% | +6.2% |
| Q1 2018 | $40,656,735,000 | +9.8% | 216,755 | +11.1% | 0.03% | +3.2% |
| Q4 2017 | $37,023,990,000 | +11.6% | 195,089 | +5.2% | 0.03% | +3.3% |
| Q3 2017 | $33,164,661,000 | +15.5% | 185,381 | +12.3% | 0.03% | +7.1% |
| Q2 2017 | $28,722,276,000 | +10.6% | 165,118 | +8.9% | 0.03% | +7.7% |
| Q1 2017 | $25,966,540,000 | +328965.3% | 151,656 | +217.8% | 0.03% | +188.9% |
| Q4 2016 | $7,891,000 | +12.7% | 47,724 | +5.4% | 0.01% | +12.5% |
| Q3 2016 | $7,004,000 | +2.2% | 45,270 | -1.3% | 0.01% | 0.0% |
| Q2 2016 | $6,855,000 | +4.3% | 45,886 | +0.7% | 0.01% | 0.0% |
| Q1 2016 | $6,572,000 | -15.6% | 45,580 | -18.5% | 0.01% | -11.1% |
| Q4 2015 | $7,790,000 | +17.1% | 55,914 | +14.8% | 0.01% | +28.6% |
| Q3 2015 | $6,655,000 | -9.9% | 48,717 | -1.1% | 0.01% | 0.0% |
| Q2 2015 | $7,386,000 | -3.4% | 49,244 | -2.1% | 0.01% | 0.0% |
| Q1 2015 | $7,645,000 | +1.9% | 50,303 | -2.9% | 0.01% | 0.0% |
| Q4 2014 | $7,502,000 | +9.7% | 51,812 | +3.6% | 0.01% | 0.0% |
| Q3 2014 | $6,838,000 | -4.5% | 50,004 | -0.1% | 0.01% | 0.0% |
| Q2 2014 | $7,161,000 | -8.8% | 50,047 | -12.4% | 0.01% | -12.5% |
| Q1 2014 | $7,856,000 | -3.9% | 57,144 | -6.5% | 0.01% | -11.1% |
| Q4 2013 | $8,174,000 | +15.1% | 61,087 | +6.8% | 0.01% | 0.0% |
| Q3 2013 | $7,103,000 | -80.3% | 57,215 | -81.7% | 0.01% | -80.4% |
| Q2 2013 | $36,050,000 | – | 312,122 | – | 0.05% | – |
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% |