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 | $12,402,118 | -3.7% | 49,738 | +1.0% | 3.63% | -0.4% |
| Q2 2023 | $12,877,055 | +5.3% | 49,247 | +0.7% | 3.65% | -1.3% |
| Q1 2023 | $12,229,674 | +4.2% | 48,887 | +0.7% | 3.69% | -0.1% |
| Q4 2022 | $11,740,712 | +11.3% | 48,537 | +0.9% | 3.70% | -2.9% |
| Q3 2022 | $10,549,000 | -4.0% | 48,112 | -1.0% | 3.81% | -0.1% |
| Q2 2022 | $10,991,000 | -17.0% | 48,582 | -1.6% | 3.81% | -8.7% |
| Q1 2022 | $13,245,000 | -4.8% | 49,360 | +0.5% | 4.18% | -2.2% |
| Q4 2021 | $13,908,000 | +8.5% | 49,132 | +0.9% | 4.27% | -3.6% |
| Q3 2021 | $12,813,000 | +3.8% | 48,707 | +2.8% | 4.43% | -8.1% |
| Q1 2021 | $12,338,000 | +12.3% | 47,403 | -0.8% | 4.82% | -1.2% |
| Q4 2020 | $10,987,000 | +17.2% | 47,804 | -6.2% | 4.88% | -2.5% |
| Q3 2020 | $9,376,000 | -2.0% | 50,971 | -5.3% | 5.00% | -12.2% |
| Q2 2020 | $9,572,000 | +21.7% | 53,814 | -1.6% | 5.70% | -6.0% |
| Q1 2020 | $7,868,000 | -33.2% | 54,694 | -4.4% | 6.06% | -21.3% |
| Q4 2019 | $11,773,000 | +6.9% | 57,199 | +0.4% | 7.70% | -1.2% |
| Q3 2019 | $11,010,000 | +2.0% | 56,979 | +2.5% | 7.80% | -1.4% |
| Q2 2019 | $10,795,000 | +5.3% | 55,572 | +2.6% | 7.91% | +6.9% |
| Q1 2019 | $10,255,000 | +17.9% | 54,142 | +1.1% | 7.40% | -2.6% |
| Q4 2018 | $8,697,000 | -17.0% | 53,558 | +2.8% | 7.60% | -9.5% |
| Q3 2018 | $10,477,000 | +15.7% | 52,123 | +12.9% | 8.39% | +4.2% |
| Q2 2018 | $9,055,000 | +11.0% | 46,169 | +6.1% | 8.05% | +6.6% |
| Q1 2018 | $8,160,000 | +0.1% | 43,507 | +1.3% | 7.55% | +0.3% |
| Q4 2017 | $8,154,000 | – | 42,964 | – | 7.53% | – |
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% |