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 | $451,822 | +124.0% | 1,812 | +135.0% | 0.09% | +128.2% |
| Q2 2023 | $201,676 | -21.8% | 771 | -38.5% | 0.04% | -42.6% |
| Q4 2019 | $258,000 | -25.0% | 1,254 | -29.6% | 0.07% | -29.9% |
| Q3 2019 | $344,000 | -30.8% | 1,780 | -31.9% | 0.10% | -32.6% |
| Q2 2019 | $497,000 | +15.9% | 2,614 | +15.3% | 0.14% | -33.6% |
| Q1 2019 | $429,000 | -46.2% | 2,267 | -47.1% | 0.22% | -49.1% |
| Q4 2018 | $798,000 | -69.8% | 4,282 | -71.1% | 0.43% | -68.2% |
| Q3 2018 | $2,643,000 | -10.0% | 14,823 | -1.7% | 1.34% | -9.6% |
| Q2 2018 | $2,936,000 | +19.1% | 15,074 | +14.6% | 1.48% | +33.6% |
| Q1 2018 | $2,466,000 | +0.7% | 13,150 | +1.9% | 1.11% | +11.1% |
| Q4 2017 | $2,448,000 | +26.3% | 12,901 | +20.8% | 1.00% | +18.1% |
| Q3 2017 | $1,938,000 | +6.6% | 10,683 | +3.4% | 0.84% | +4.7% |
| Q2 2017 | $1,818,000 | +1.8% | 10,334 | -0.3% | 0.81% | +9.2% |
| Q1 2017 | $1,786,000 | +275.2% | 10,370 | +260.3% | 0.74% | +262.3% |
| Q4 2016 | $476,000 | +49.7% | 2,878 | +40.2% | 0.20% | +45.7% |
| Q3 2016 | $318,000 | – | 2,053 | – | 0.14% | – |
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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% |