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 | $61,084,175 | -9.4% | 244,285 | -5.3% | 11.38% | -3.6% |
| Q2 2023 | $67,447,828 | +7.0% | 257,946 | +2.4% | 11.81% | +9.3% |
| Q1 2023 | $63,011,155 | +4.0% | 251,883 | +0.6% | 10.81% | +4.6% |
| Q4 2022 | $60,578,231 | +12.5% | 250,437 | +2.0% | 10.34% | +2.7% |
| Q3 2022 | $53,827,000 | +0.3% | 245,493 | +3.5% | 10.07% | +2.3% |
| Q2 2022 | $53,658,000 | -14.7% | 237,184 | +1.2% | 9.84% | -12.6% |
| Q1 2022 | $62,916,000 | -4.9% | 234,462 | +0.3% | 11.26% | -9.4% |
| Q4 2021 | $66,184,000 | +8.3% | 233,798 | +0.6% | 12.43% | -1.7% |
| Q3 2021 | $61,112,000 | -2.1% | 232,303 | +0.0% | 12.64% | -4.5% |
| Q2 2021 | $62,401,000 | +2.3% | 232,207 | -1.0% | 13.24% | -8.5% |
| Q1 2021 | $61,024,000 | +9.1% | 234,454 | -3.7% | 14.47% | -0.3% |
| Q4 2020 | $55,932,000 | +21.1% | 243,364 | -2.4% | 14.51% | +12.4% |
| Q3 2020 | $46,190,000 | -11.1% | 249,256 | -14.7% | 12.91% | -10.5% |
| Q2 2020 | $51,962,000 | -1.2% | 292,216 | -20.1% | 14.42% | -17.3% |
| Q1 2020 | $52,592,000 | -29.4% | 365,578 | +1.0% | 17.45% | +8.4% |
| Q4 2019 | $74,530,000 | +5.1% | 362,113 | -1.4% | 16.10% | +0.9% |
| Q3 2019 | $70,930,000 | -2.6% | 367,075 | -2.1% | 15.96% | -3.0% |
| Q2 2019 | $72,847,000 | +6.0% | 374,998 | +3.4% | 16.45% | +2.3% |
| Q1 2019 | $68,712,000 | +28.0% | 362,787 | +12.2% | 16.08% | +11.8% |
| Q4 2018 | $53,691,000 | -16.8% | 323,324 | +0.8% | 14.39% | -9.3% |
| Q3 2018 | $64,545,000 | +3.2% | 320,658 | -0.2% | 15.87% | +7.6% |
| Q2 2018 | $62,568,000 | +3.9% | 321,227 | +0.1% | 14.75% | -3.5% |
| Q1 2018 | $60,204,000 | +0.5% | 320,969 | +1.7% | 15.28% | -12.2% |
| Q4 2017 | $59,902,000 | +6.0% | 315,638 | -0.1% | 17.40% | -4.5% |
| Q3 2017 | $56,496,000 | +14.6% | 315,797 | +11.4% | 18.23% | +0.5% |
| Q2 2017 | $49,297,000 | +2.5% | 283,396 | +0.9% | 18.14% | -5.3% |
| Q1 2017 | $48,088,000 | +13.3% | 280,857 | +9.4% | 19.17% | -19.3% |
| Q4 2016 | $42,432,000 | – | 256,635 | – | 23.75% | – |
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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% |