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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $326,000 | -30.2% | 2,267 | 0.0% | 0.08% | +4.2% |
| Q4 2019 | $467,000 | -46.7% | 2,267 | -50.0% | 0.07% | -2.7% |
| Q3 2019 | $876,000 | -0.5% | 4,534 | 0.0% | 0.07% | +10.4% |
| Q2 2019 | $880,000 | +2.6% | 4,534 | 0.0% | 0.07% | -1.5% |
| Q1 2019 | $858,000 | +13.8% | 4,534 | 0.0% | 0.07% | +6.2% |
| Q4 2018 | $754,000 | +65.4% | 4,534 | +100.0% | 0.06% | -5.9% |
| Q3 2018 | $456,000 | +3.2% | 2,267 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $442,000 | +4.0% | 2,267 | 0.0% | 0.07% | +4.6% |
| Q1 2018 | $425,000 | -1.2% | 2,267 | 0.0% | 0.06% | +1.6% |
| Q4 2017 | $430,000 | +5.9% | 2,267 | 0.0% | 0.06% | +1.6% |
| Q3 2017 | $406,000 | +3.0% | 2,267 | 0.0% | 0.06% | -4.5% |
| Q2 2017 | $394,000 | +1.8% | 2,267 | +0.3% | 0.07% | +1.5% |
| Q1 2017 | $387,000 | +4.0% | 2,260 | +0.4% | 0.06% | -4.4% |
| Q4 2016 | $372,000 | +7.2% | 2,252 | +0.4% | 0.07% | +9.7% |
| Q3 2016 | $347,000 | +4.2% | 2,242 | +0.4% | 0.06% | -7.5% |
| Q2 2016 | $333,000 | +4.1% | 2,232 | +0.5% | 0.07% | -4.3% |
| Q1 2016 | $320,000 | +3.9% | 2,222 | +0.4% | 0.07% | 0.0% |
| Q4 2015 | $308,000 | – | 2,214 | – | 0.07% | – |
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% |