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 | $32,164,903 | -16.8% | 128,995 | -12.8% | 0.19% | -13.3% |
| Q2 2023 | $38,662,433 | +4.4% | 147,860 | -0.1% | 0.22% | -13.1% |
| Q1 2023 | $37,023,430 | +23.1% | 147,999 | +19.1% | 0.25% | -0.4% |
| Q4 2022 | $30,070,797 | +17.1% | 124,316 | +6.1% | 0.25% | -7.7% |
| Q3 2022 | $25,689,000 | -8.6% | 117,160 | -5.7% | 0.27% | +5.4% |
| Q2 2022 | $28,108,000 | -41.7% | 124,245 | -30.9% | 0.26% | -9.4% |
| Q1 2022 | $48,218,000 | -29.1% | 179,689 | -25.2% | 0.29% | -20.1% |
| Q4 2021 | $68,016,000 | +6.9% | 240,270 | -0.7% | 0.36% | -17.7% |
| Q3 2021 | $63,627,000 | -21.9% | 241,863 | -20.2% | 0.44% | -15.2% |
| Q2 2021 | $81,429,000 | +26.6% | 303,015 | +22.6% | 0.51% | +16.6% |
| Q1 2021 | $64,345,000 | +35.6% | 247,213 | +19.7% | 0.44% | -5.2% |
| Q4 2020 | $47,461,000 | +79.1% | 206,503 | +44.4% | 0.46% | +45.0% |
| Q3 2020 | $26,494,000 | -16.5% | 142,972 | -19.8% | 0.32% | -28.4% |
| Q2 2020 | $31,712,000 | +400.3% | 178,336 | +304.8% | 0.45% | +68.7% |
| Q1 2020 | $6,338,000 | -82.2% | 44,056 | -74.5% | 0.26% | -51.6% |
| Q4 2019 | $35,602,000 | +6.6% | 172,974 | +0.1% | 0.55% | +5.0% |
| Q3 2019 | $33,390,000 | -5.7% | 172,801 | -5.2% | 0.52% | -16.2% |
| Q2 2019 | $35,425,000 | +3.9% | 182,358 | +1.3% | 0.62% | +13.5% |
| Q1 2019 | $34,110,000 | -34.5% | 180,094 | -42.6% | 0.55% | -51.7% |
| Q4 2018 | $52,089,000 | -32.0% | 313,674 | -17.6% | 1.14% | -4.4% |
| Q3 2018 | $76,635,000 | +18.4% | 380,718 | +14.6% | 1.19% | +22.9% |
| Q2 2018 | $64,714,000 | -6.3% | 332,243 | -9.7% | 0.97% | -5.5% |
| Q1 2018 | $69,036,000 | +134.1% | 368,053 | +136.8% | 1.02% | +101.0% |
| Q4 2017 | $29,494,000 | +7.4% | 155,410 | +1.2% | 0.51% | -17.4% |
| Q3 2017 | $27,474,000 | +8.5% | 153,573 | +5.5% | 0.62% | -15.3% |
| Q2 2017 | $25,314,000 | – | 145,526 | – | 0.73% | – |
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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% |