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 2017 | $48,115,000 | +6.2% | 281,010 | +2.6% | 6.62% | -1.9% |
| Q4 2016 | $45,298,000 | -18.3% | 273,968 | -23.6% | 6.75% | -20.9% |
| Q3 2016 | $55,477,000 | +4.5% | 358,585 | +0.9% | 8.53% | -2.0% |
| Q2 2016 | $53,096,000 | -6.9% | 355,418 | -10.2% | 8.71% | -11.7% |
| Q1 2016 | $57,057,000 | +29.0% | 395,705 | +24.6% | 9.86% | +3.8% |
| Q4 2015 | $44,241,000 | -9.1% | 317,550 | -10.9% | 9.50% | -17.9% |
| Q3 2015 | $48,680,000 | -6.2% | 356,344 | +2.9% | 11.57% | -3.9% |
| Q2 2015 | $51,923,000 | -2.0% | 346,205 | -0.7% | 12.04% | -1.3% |
| Q1 2015 | $52,980,000 | +5.6% | 348,603 | +0.6% | 12.19% | -0.8% |
| Q4 2014 | $50,159,000 | +18.0% | 346,402 | +11.4% | 12.28% | +9.2% |
| Q3 2014 | $42,508,000 | -5.2% | 310,868 | -0.8% | 11.24% | -1.2% |
| Q2 2014 | $44,849,000 | -1.3% | 313,458 | -5.1% | 11.38% | -5.8% |
| Q1 2014 | $45,425,000 | +8.1% | 330,433 | +5.3% | 12.09% | -2.7% |
| Q4 2013 | $42,010,000 | +15.0% | 313,948 | +6.7% | 12.42% | +5.1% |
| Q3 2013 | $36,524,000 | +19.6% | 294,209 | +11.2% | 11.82% | +6.4% |
| Q2 2013 | $30,546,000 | – | 264,475 | – | 11.11% | – |
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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% |