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 | $614,648 | -39.8% | 2,465 | -36.9% | 0.00% | – |
| Q2 2023 | $1,021,341 | +2.9% | 3,906 | -1.5% | 0.00% | – |
| Q1 2023 | $992,134 | -8.1% | 3,966 | -11.1% | 0.00% | – |
| Q4 2022 | $1,079,071 | +22.5% | 4,461 | +10.9% | 0.00% | – |
| Q3 2022 | $881,000 | -16.7% | 4,021 | -14.0% | 0.00% | – |
| Q2 2022 | $1,058,000 | -14.2% | 4,676 | +1.8% | 0.00% | – |
| Q1 2022 | $1,233,000 | -5.8% | 4,595 | -0.6% | 0.00% | – |
| Q4 2021 | $1,309,000 | -9.8% | 4,624 | -16.2% | 0.00% | – |
| Q3 2021 | $1,451,000 | -14.7% | 5,515 | -12.9% | 0.00% | – |
| Q2 2021 | $1,701,000 | -3.4% | 6,329 | -6.4% | 0.00% | – |
| Q1 2021 | $1,760,000 | +11.3% | 6,762 | -1.8% | 0.00% | – |
| Q4 2020 | $1,582,000 | +16.5% | 6,885 | -6.1% | 0.00% | – |
| Q3 2020 | $1,358,000 | -2.2% | 7,330 | -6.2% | 0.00% | – |
| Q2 2020 | $1,389,000 | -95.0% | 7,814 | -95.9% | 0.00% | -100.0% |
| Q1 2020 | $27,634,000 | +1540.0% | 192,084 | +2246.5% | 0.01% | +1100.0% |
| Q4 2019 | $1,685,000 | -27.9% | 8,186 | -32.3% | 0.00% | 0.0% |
| Q3 2019 | $2,338,000 | -2.3% | 12,099 | -1.8% | 0.00% | 0.0% |
| Q2 2019 | $2,394,000 | +4.2% | 12,323 | +1.5% | 0.00% | 0.0% |
| Q1 2019 | $2,298,000 | +37.4% | 12,136 | +20.5% | 0.00% | 0.0% |
| Q4 2018 | $1,672,000 | -22.7% | 10,070 | -6.3% | 0.00% | 0.0% |
| Q3 2018 | $2,163,000 | -4.8% | 10,745 | -7.9% | 0.00% | 0.0% |
| Q2 2018 | $2,271,000 | +1.5% | 11,661 | -2.2% | 0.00% | 0.0% |
| Q1 2018 | $2,237,000 | -3.5% | 11,928 | -2.3% | 0.00% | 0.0% |
| Q4 2017 | $2,318,000 | +9.1% | 12,215 | +2.8% | 0.00% | 0.0% |
| Q3 2017 | $2,125,000 | +13.2% | 11,881 | +10.1% | 0.00% | 0.0% |
| Q2 2017 | $1,878,000 | +15.7% | 10,792 | +13.9% | 0.00% | 0.0% |
| Q1 2017 | $1,623,000 | +16.3% | 9,477 | +12.3% | 0.00% | – |
| Q4 2016 | $1,396,000 | +2.6% | 8,439 | -4.0% | 0.00% | – |
| Q3 2016 | $1,360,000 | +11.6% | 8,792 | +7.7% | 0.00% | – |
| Q2 2016 | $1,219,000 | +2.4% | 8,161 | -1.2% | 0.00% | – |
| Q1 2016 | $1,191,000 | -0.9% | 8,260 | -4.3% | 0.00% | – |
| Q4 2015 | $1,202,000 | -43.5% | 8,628 | -44.6% | 0.00% | -100.0% |
| Q3 2015 | $2,128,000 | +15.2% | 15,579 | +26.5% | 0.00% | 0.0% |
| Q2 2015 | $1,847,000 | +10.7% | 12,315 | +12.2% | 0.00% | 0.0% |
| Q1 2015 | $1,668,000 | +3.9% | 10,974 | -1.0% | 0.00% | 0.0% |
| Q4 2014 | $1,605,000 | +10.2% | 11,084 | +4.0% | 0.00% | 0.0% |
| Q3 2014 | $1,457,000 | -4.8% | 10,658 | -0.4% | 0.00% | 0.0% |
| Q2 2014 | $1,531,000 | +3.3% | 10,700 | -0.7% | 0.00% | 0.0% |
| Q1 2014 | $1,482,000 | -95.2% | 10,779 | -95.3% | 0.00% | -91.7% |
| Q4 2013 | $30,583,000 | +3.1% | 228,557 | -4.4% | 0.01% | -7.7% |
| Q3 2013 | $29,670,000 | +59.8% | 239,008 | +48.7% | 0.01% | +44.4% |
| Q2 2013 | $18,570,000 | – | 160,777 | – | 0.01% | – |
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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% |