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 | $3,468 | +10.3% | 13,907 | +15.6% | 0.03% | +14.3% |
| Q2 2023 | $3,145 | -1.2% | 12,026 | -5.4% | 0.03% | -3.4% |
| Q1 2023 | $3,182 | -11.0% | 12,719 | -14.0% | 0.03% | -6.5% |
| Q4 2022 | $3,576 | -99.9% | 14,785 | -2.6% | 0.03% | -20.5% |
| Q3 2022 | $3,330,000 | -34.1% | 15,186 | -32.0% | 0.04% | -29.1% |
| Q2 2022 | $5,050,000 | -21.6% | 22,322 | -7.0% | 0.06% | -6.8% |
| Q1 2022 | $6,443,000 | -12.8% | 24,009 | -8.0% | 0.06% | -10.6% |
| Q4 2021 | $7,387,000 | +11.3% | 26,097 | +3.4% | 0.07% | -8.3% |
| Q3 2021 | $6,637,000 | -6.4% | 25,232 | -4.3% | 0.07% | 0.0% |
| Q2 2021 | $7,088,000 | +4.1% | 26,374 | +0.8% | 0.07% | +5.9% |
| Q1 2021 | $6,811,000 | +1.2% | 26,169 | -10.6% | 0.07% | -11.7% |
| Q4 2020 | $6,728,000 | -25.7% | 29,272 | -40.1% | 0.08% | -33.0% |
| Q3 2020 | $9,055,000 | +4.6% | 48,864 | +0.4% | 0.12% | 0.0% |
| Q2 2020 | $8,656,000 | +71.8% | 48,678 | +39.0% | 0.12% | +51.3% |
| Q1 2020 | $5,037,000 | -35.3% | 35,011 | -7.4% | 0.08% | -8.4% |
| Q4 2019 | $7,780,000 | +15.0% | 37,802 | +8.0% | 0.08% | +10.7% |
| Q3 2019 | $6,765,000 | +1.2% | 35,012 | +1.7% | 0.08% | +2.7% |
| Q2 2019 | $6,686,000 | +6.2% | 34,413 | +3.6% | 0.07% | +12.3% |
| Q1 2019 | $6,294,000 | -2.6% | 33,231 | -14.6% | 0.06% | -12.2% |
| Q4 2018 | $6,464,000 | +22.2% | 38,927 | +48.1% | 0.07% | +60.9% |
| Q3 2018 | $5,291,000 | +6.8% | 26,287 | +3.3% | 0.05% | +9.5% |
| Q2 2018 | $4,956,000 | +6.3% | 25,446 | +2.4% | 0.04% | +10.5% |
| Q1 2018 | $4,661,000 | +3.3% | 24,848 | +4.6% | 0.04% | +11.8% |
| Q4 2017 | $4,510,000 | +15.1% | 23,763 | +8.4% | 0.03% | +9.7% |
| Q3 2017 | $3,920,000 | +4070.2% | 21,914 | +3943.2% | 0.03% | +3000.0% |
| Q2 2017 | $94,000 | -54.8% | 542 | -55.3% | 0.00% | -50.0% |
| Q1 2017 | $208,000 | +3.5% | 1,213 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $201,000 | -3.4% | 1,213 | -9.9% | 0.00% | 0.0% |
| Q3 2016 | $208,000 | – | 1,347 | – | 0.00% | – |
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% |