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 | $293,734 | -4.6% | 1,178 | 0.0% | 0.14% | +5.5% |
Q2 2023 | $308,023 | +4.5% | 1,178 | 0.0% | 0.13% | +1.6% |
Q1 2023 | $294,688 | +3.4% | 1,178 | 0.0% | 0.13% | -0.8% |
Q4 2022 | $284,946 | +10.4% | 1,178 | 0.0% | 0.13% | +12.4% |
Q3 2022 | $258,000 | -3.0% | 1,178 | 0.0% | 0.11% | +9.7% |
Q2 2022 | $266,000 | -15.8% | 1,178 | 0.0% | 0.10% | +5.1% |
Q1 2022 | $316,000 | -1.6% | 1,178 | +3.8% | 0.10% | +6.5% |
Q4 2021 | $321,000 | +7.4% | 1,135 | 0.0% | 0.09% | -3.2% |
Q3 2021 | $299,000 | -2.0% | 1,135 | 0.0% | 0.10% | +1.1% |
Q2 2021 | $305,000 | +3.4% | 1,135 | 0.0% | 0.09% | -6.0% |
Q1 2021 | $295,000 | +13.0% | 1,135 | 0.0% | 0.10% | +7.5% |
Q4 2020 | $261,000 | +24.3% | 1,135 | 0.0% | 0.09% | +9.4% |
Q3 2020 | $210,000 | +4.0% | 1,135 | 0.0% | 0.08% | -5.6% |
Q2 2020 | $202,000 | -12.9% | 1,135 | 0.0% | 0.09% | -13.5% |
Q4 2019 | $232,000 | +5.9% | 1,135 | 0.0% | 0.10% | -1.9% |
Q3 2019 | $219,000 | -0.5% | 1,135 | 0.0% | 0.11% | -0.9% |
Q2 2019 | $220,000 | +2.3% | 1,135 | 0.0% | 0.11% | -0.9% |
Q1 2019 | $215,000 | +14.4% | 1,135 | 0.0% | 0.11% | -1.8% |
Q4 2018 | $188,000 | – | 1,135 | – | 0.11% | – |
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% |