ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,573,790 | -5.0% | 10,322 | -0.3% | 0.86% | +4.9% |
| Q2 2023 | $2,708,149 | +2.0% | 10,357 | -2.4% | 0.82% | -1.2% |
| Q1 2023 | $2,655,949 | +0.9% | 10,617 | -2.5% | 0.83% | 0.0% |
| Q4 2022 | $2,632,973 | +0.2% | 10,885 | -9.2% | 0.83% | -3.6% |
| Q3 2022 | $2,629,000 | -5.0% | 11,990 | -1.9% | 0.86% | -4.7% |
| Q2 2022 | $2,766,000 | -18.6% | 12,226 | -3.4% | 0.90% | -5.7% |
| Q1 2022 | $3,397,000 | -3.1% | 12,661 | +2.2% | 0.96% | +7.2% |
| Q4 2021 | $3,506,000 | +7.2% | 12,385 | -0.4% | 0.89% | -2.3% |
| Q3 2021 | $3,272,000 | -1.9% | 12,437 | +0.2% | 0.91% | -0.2% |
| Q2 2021 | $3,337,000 | +0.4% | 12,418 | -2.8% | 0.92% | -2.2% |
| Q1 2021 | $3,325,000 | +13.1% | 12,773 | -0.1% | 0.94% | +9.8% |
| Q4 2020 | $2,940,000 | +1.5% | 12,789 | -18.2% | 0.85% | -7.0% |
| Q3 2020 | $2,896,000 | +4.0% | 15,625 | -0.2% | 0.92% | -0.2% |
| Q2 2020 | $2,785,000 | +42.5% | 15,662 | +15.2% | 0.92% | +18.4% |
| Q1 2020 | $1,955,000 | -25.8% | 13,592 | -0.3% | 0.78% | -8.2% |
| Q3 2019 | $2,634,000 | -0.4% | 13,633 | +0.2% | 0.84% | +1.0% |
| Q2 2019 | $2,644,000 | +4.0% | 13,612 | +1.4% | 0.84% | +0.5% |
| Q1 2019 | $2,543,000 | +11.7% | 13,429 | -2.0% | 0.83% | -0.7% |
| Q4 2018 | $2,276,000 | -18.7% | 13,706 | -1.4% | 0.84% | -1.8% |
| Q3 2018 | $2,799,000 | – | 13,903 | – | 0.85% | – |
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% |