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 | $1,661,440 | -4.5% | 6,663 | +0.1% | 0.06% | 0.0% |
| Q2 2023 | $1,740,172 | +5.4% | 6,655 | +0.9% | 0.06% | -1.7% |
| Q1 2023 | $1,650,577 | +3.4% | 6,598 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $1,595,990 | +6.2% | 6,598 | -3.7% | 0.06% | +1.8% |
| Q3 2022 | $1,503,000 | -69.6% | 6,853 | -68.6% | 0.06% | -36.4% |
| Q2 2022 | $4,943,000 | +67.3% | 21,851 | +98.5% | 0.09% | -5.4% |
| Q1 2022 | $2,954,000 | -3.4% | 11,007 | +1.9% | 0.09% | +1.1% |
| Q4 2021 | $3,059,000 | +7.6% | 10,805 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $2,842,000 | +0.9% | 10,805 | +3.1% | 0.09% | -1.1% |
| Q2 2021 | $2,816,000 | +3.2% | 10,479 | -0.1% | 0.09% | -6.9% |
| Q1 2021 | $2,729,000 | +13.2% | 10,485 | 0.0% | 0.10% | +14.8% |
| Q4 2020 | $2,410,000 | +21.3% | 10,485 | -2.2% | 0.09% | +2.3% |
| Q3 2020 | $1,987,000 | +8.6% | 10,720 | +4.2% | 0.09% | +6.2% |
| Q2 2020 | $1,830,000 | +23.6% | 10,289 | 0.0% | 0.08% | +15.7% |
| Q1 2020 | $1,480,000 | -35.3% | 10,289 | -7.4% | 0.07% | +9.4% |
| Q4 2019 | $2,287,000 | -7.1% | 11,111 | -12.8% | 0.06% | -1.5% |
| Q3 2019 | $2,463,000 | -0.6% | 12,748 | 0.0% | 0.06% | +3.2% |
| Q2 2019 | $2,477,000 | -0.2% | 12,748 | -2.8% | 0.06% | 0.0% |
| Q1 2019 | $2,483,000 | +28.5% | 13,110 | +12.6% | 0.06% | +28.6% |
| Q4 2018 | $1,933,000 | -16.3% | 11,641 | +1.5% | 0.05% | -10.9% |
| Q3 2018 | $2,309,000 | +3.4% | 11,473 | +0.0% | 0.06% | +3.8% |
| Q2 2018 | $2,234,000 | +6.4% | 11,470 | +2.5% | 0.05% | -1.9% |
| Q1 2018 | $2,100,000 | -1.2% | 11,194 | -0.1% | 0.05% | -1.8% |
| Q4 2017 | $2,126,000 | +213.6% | 11,200 | +195.6% | 0.06% | +205.6% |
| Q3 2017 | $678,000 | +2.9% | 3,789 | 0.0% | 0.02% | -5.3% |
| Q2 2017 | $659,000 | – | 3,789 | – | 0.02% | – |
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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% |