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 | $811 | 0.0% | 3,100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $811 | +4.6% | 3,100 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $775 | +10.4% | 3,100 | -3.1% | 0.00% | 0.0% |
| Q4 2022 | $702 | -99.9% | 3,200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $702,000 | +47.8% | 3,200 | +52.4% | 0.00% | +100.0% |
| Q2 2022 | $475,000 | -15.8% | 2,100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $564,000 | -5.1% | 2,100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $594,000 | +7.6% | 2,100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $552,000 | -51.1% | 2,100 | -50.0% | 0.00% | 0.0% |
| Q2 2021 | $1,128,000 | -30.1% | 4,200 | -32.3% | 0.00% | -33.3% |
| Q1 2021 | $1,614,000 | +106.7% | 6,200 | +82.4% | 0.00% | – |
| Q4 2020 | $781,000 | +83.8% | 3,400 | +54.5% | 0.00% | -100.0% |
| Q3 2019 | $425,000 | -0.2% | 2,200 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $426,000 | -6.6% | 2,191 | -9.0% | 0.00% | -25.0% |
| Q1 2019 | $456,000 | +14.0% | 2,408 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $400,000 | -17.5% | 2,408 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $485,000 | +3.4% | 2,408 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $469,000 | +3.8% | 2,408 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $452,000 | -6.0% | 2,408 | -4.9% | 0.00% | 0.0% |
| Q4 2017 | $481,000 | +1.3% | 2,532 | -4.7% | 0.00% | 0.0% |
| Q3 2017 | $475,000 | +7.2% | 2,657 | +4.3% | 0.00% | 0.0% |
| Q2 2017 | $443,000 | +7.0% | 2,547 | +5.2% | 0.00% | 0.0% |
| Q1 2017 | $414,000 | +6.4% | 2,420 | +2.8% | 0.00% | 0.0% |
| Q4 2016 | $389,000 | +4.0% | 2,353 | -2.6% | 0.00% | 0.0% |
| Q3 2016 | $374,000 | – | 2,415 | – | 0.00% | – |
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% |