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 | $1,450,004 | -5.0% | 5,815 | -0.4% | 1.06% | -1.8% |
| Q2 2023 | $1,527,078 | +4.7% | 5,840 | +0.1% | 1.08% | -3.9% |
| Q1 2023 | $1,459,127 | +3.2% | 5,833 | -0.2% | 1.13% | -6.6% |
| Q4 2022 | $1,413,405 | +10.3% | 5,843 | 0.0% | 1.21% | +5.5% |
| Q3 2022 | $1,281,000 | -3.1% | 5,843 | 0.0% | 1.14% | +7.1% |
| Q2 2022 | $1,322,000 | -16.3% | 5,843 | -0.8% | 1.07% | +6.1% |
| Q1 2022 | $1,580,000 | -5.8% | 5,889 | -0.7% | 1.01% | +16.8% |
| Q4 2021 | $1,678,000 | +5.2% | 5,929 | -2.2% | 0.86% | +0.5% |
| Q3 2021 | $1,595,000 | -4.3% | 6,063 | -2.3% | 0.86% | -3.7% |
| Q2 2021 | $1,667,000 | +6.2% | 6,203 | +2.9% | 0.89% | -5.4% |
| Q1 2021 | $1,569,000 | +13.2% | 6,029 | 0.0% | 0.94% | +8.5% |
| Q4 2020 | $1,386,000 | +27.2% | 6,029 | +2.5% | 0.87% | +6.9% |
| Q3 2020 | $1,090,000 | +4.2% | 5,880 | -0.1% | 0.81% | -8.0% |
| Q2 2020 | $1,046,000 | -99.9% | 5,883 | +0.5% | 0.88% | +4.1% |
| Q1 2020 | $842,179,000 | +61104.9% | 5,854 | -12.4% | 0.85% | -19.3% |
| Q4 2019 | $1,376,000 | +7.9% | 6,684 | +1.3% | 1.05% | -0.3% |
| Q3 2019 | $1,275,000 | 0.0% | 6,601 | +0.5% | 1.05% | +0.3% |
| Q2 2019 | $1,275,000 | +2.8% | 6,566 | +0.3% | 1.05% | -2.2% |
| Q1 2019 | $1,240,000 | +17.2% | 6,549 | +2.8% | 1.07% | +2.0% |
| Q4 2018 | $1,058,000 | -18.2% | 6,373 | -0.8% | 1.05% | -1.8% |
| Q3 2018 | $1,293,000 | +3.9% | 6,426 | +0.6% | 1.07% | -1.8% |
| Q2 2018 | $1,245,000 | +3.0% | 6,390 | -0.9% | 1.09% | -3.2% |
| Q1 2018 | $1,209,000 | -2.7% | 6,445 | -1.5% | 1.13% | -7.2% |
| Q4 2017 | $1,242,000 | +129.6% | 6,545 | +50.3% | 1.22% | +73.2% |
| Q3 2013 | $541,000 | +30.4% | 4,355 | +21.1% | 0.70% | +18.4% |
| Q2 2013 | $415,000 | – | 3,597 | – | 0.59% | – |
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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% |