ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,752,681 | -4.6% | 7,029 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,837,943 | +4.5% | 7,029 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $1,758,375 | +3.4% | 7,029 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $1,700,245 | +10.1% | 7,029 | -0.2% | 0.07% | +2.8% |
| Q3 2022 | $1,544,000 | -3.1% | 7,044 | 0.0% | 0.07% | +4.3% |
| Q2 2022 | $1,594,000 | -15.7% | 7,044 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $1,890,000 | -5.2% | 7,044 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $1,994,000 | -0.4% | 7,044 | 0.0% | 0.07% | -4.1% |
| Q3 2021 | $2,003,000 | +6.3% | 7,044 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $1,884,000 | -8.3% | 7,044 | -10.7% | 0.07% | -15.3% |
| Q1 2021 | $2,054,000 | +13.2% | 7,891 | 0.0% | 0.08% | +7.6% |
| Q4 2020 | $1,814,000 | +21.8% | 7,891 | -1.8% | 0.08% | +11.3% |
| Q3 2020 | $1,489,000 | +5.5% | 8,037 | +1.3% | 0.07% | -2.7% |
| Q2 2020 | $1,411,000 | +22.7% | 7,937 | -0.7% | 0.07% | +4.3% |
| Q1 2020 | $1,150,000 | -11.5% | 7,993 | +26.6% | 0.07% | +11.1% |
| Q4 2019 | $1,299,000 | +6.5% | 6,312 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $1,220,000 | -0.5% | 6,312 | 0.0% | 0.06% | -3.1% |
| Q2 2019 | $1,226,000 | +2.4% | 6,312 | -0.1% | 0.06% | +1.6% |
| Q1 2019 | $1,197,000 | +16.7% | 6,321 | +2.3% | 0.06% | +3.2% |
| Q4 2018 | $1,026,000 | +90.0% | 6,180 | +130.3% | 0.06% | +121.4% |
| Q3 2018 | $540,000 | +141.1% | 2,683 | +132.9% | 0.03% | +115.4% |
| Q2 2018 | $224,000 | +3.7% | 1,152 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $216,000 | -1.4% | 1,152 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $219,000 | +6.3% | 1,152 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $206,000 | +3.0% | 1,152 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $200,000 | -9.1% | 1,152 | -21.9% | 0.01% | -20.0% |
| Q2 2016 | $220,000 | +4.8% | 1,475 | +1.4% | 0.02% | +7.1% |
| Q1 2016 | $210,000 | +2.4% | 1,455 | -1.4% | 0.01% | 0.0% |
| Q4 2015 | $205,000 | – | 1,475 | – | 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% |