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 | $673,494 | -2.8% | 2,701 | +1.9% | 0.14% | +0.7% |
| Q2 2023 | $693,183 | +39.5% | 2,651 | +33.5% | 0.13% | +32.7% |
| Q1 2023 | $496,818 | -10.0% | 1,986 | -13.0% | 0.10% | -12.9% |
| Q4 2022 | $552,235 | +21.1% | 2,283 | +9.6% | 0.12% | +9.4% |
| Q3 2022 | $456,000 | -10.4% | 2,083 | -7.5% | 0.11% | -3.6% |
| Q2 2022 | $509,000 | -16.4% | 2,253 | -0.9% | 0.11% | -4.3% |
| Q1 2022 | $609,000 | -6.2% | 2,273 | -0.9% | 0.12% | -5.7% |
| Q4 2021 | $649,000 | +7.6% | 2,293 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $603,000 | -2.1% | 2,293 | 0.0% | 0.12% | -3.9% |
| Q2 2021 | $616,000 | +3.2% | 2,293 | 0.0% | 0.13% | -2.3% |
| Q1 2021 | $597,000 | +13.3% | 2,293 | 0.0% | 0.13% | +4.8% |
| Q4 2020 | $527,000 | +24.0% | 2,293 | 0.0% | 0.12% | +11.6% |
| Q3 2020 | $425,000 | -6.6% | 2,293 | -10.4% | 0.11% | -10.4% |
| Q2 2020 | $455,000 | +23.6% | 2,558 | 0.0% | 0.12% | +5.0% |
| Q1 2020 | $368,000 | -33.2% | 2,558 | -4.5% | 0.12% | -16.2% |
| Q4 2019 | $551,000 | +7.8% | 2,678 | +1.3% | 0.14% | +2.2% |
| Q3 2019 | $511,000 | -0.4% | 2,643 | 0.0% | 0.14% | -2.8% |
| Q2 2019 | $513,000 | +2.4% | 2,643 | 0.0% | 0.14% | -0.7% |
| Q1 2019 | $501,000 | +15.2% | 2,643 | +1.0% | 0.14% | +3.6% |
| Q4 2018 | $435,000 | -10.7% | 2,618 | +8.3% | 0.14% | +4.5% |
| Q3 2018 | $487,000 | +76.4% | 2,418 | +70.5% | 0.13% | +62.2% |
| Q2 2018 | $276,000 | +3.8% | 1,418 | 0.0% | 0.08% | +2.5% |
| Q1 2018 | $266,000 | -0.4% | 1,418 | +0.7% | 0.08% | +6.7% |
| Q4 2017 | $267,000 | +13.6% | 1,408 | +7.0% | 0.08% | +4.2% |
| Q3 2017 | $235,000 | +2.6% | 1,316 | 0.0% | 0.07% | -1.4% |
| Q2 2017 | $229,000 | +1.8% | 1,316 | 0.0% | 0.07% | 0.0% |
| Q1 2017 | $225,000 | +10.3% | 1,316 | +6.9% | 0.07% | +5.8% |
| Q4 2016 | $204,000 | – | 1,231 | – | 0.07% | – |
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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% |