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 | $1,640,224 | -6.6% | 6,578 | -2.0% | 0.93% | +6.5% |
| Q2 2023 | $1,755,315 | +4.5% | 6,713 | 0.0% | 0.88% | +10.2% |
| Q1 2023 | $1,679,324 | +103306.7% | 6,713 | 0.0% | 0.79% | -13.4% |
| Q4 2022 | $1,624 | -99.9% | 6,713 | 0.0% | 0.92% | -1.0% |
| Q3 2022 | $1,472,000 | +55.8% | 6,713 | +60.8% | 0.93% | +45.1% |
| Q2 2022 | $945,000 | -2.5% | 4,175 | +15.7% | 0.64% | -29.2% |
| Q1 2022 | $969,000 | -5.2% | 3,610 | 0.0% | 0.90% | +35.5% |
| Q4 2021 | $1,022,000 | -6.8% | 3,610 | -13.3% | 0.66% | -18.2% |
| Q3 2021 | $1,096,000 | -14.2% | 4,165 | -12.4% | 0.81% | -3.0% |
| Q2 2021 | $1,278,000 | -1.7% | 4,755 | -4.8% | 0.84% | -17.5% |
| Q1 2021 | $1,300,000 | +16.9% | 4,995 | +3.2% | 1.02% | +9.6% |
| Q4 2020 | $1,112,000 | +27.5% | 4,840 | +2.9% | 0.93% | +9.7% |
| Q3 2020 | $872,000 | +12.7% | 4,705 | +8.0% | 0.84% | -8.9% |
| Q2 2020 | $774,000 | +23.4% | 4,355 | 0.0% | 0.93% | +4.0% |
| Q1 2020 | $627,000 | -30.0% | 4,355 | 0.0% | 0.89% | -5.2% |
| Q4 2019 | $896,000 | +6.4% | 4,355 | 0.0% | 0.94% | -3.5% |
| Q3 2019 | $842,000 | -0.5% | 4,355 | 0.0% | 0.98% | +0.3% |
| Q2 2019 | $846,000 | +2.5% | 4,355 | 0.0% | 0.97% | +3.0% |
| Q1 2019 | $825,000 | +8.3% | 4,355 | -5.1% | 0.94% | +34.9% |
| Q4 2018 | $762,000 | – | 4,590 | – | 0.70% | – |
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% |