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 | $1,838,458 | +36.2% | 7,373 | +42.8% | 1.20% | -13.3% |
| Q2 2023 | $1,350,283 | +4.5% | 5,164 | 0.0% | 1.39% | -21.8% |
| Q1 2023 | $1,291,826 | +3.4% | 5,164 | 0.0% | 1.78% | +0.2% |
| Q4 2022 | $1,249,120 | +10.3% | 5,164 | 0.0% | 1.77% | +0.2% |
| Q3 2022 | $1,132,000 | -3.1% | 5,164 | 0.0% | 1.77% | +22.3% |
| Q2 2022 | $1,168,000 | -15.7% | 5,164 | 0.0% | 1.45% | +41.8% |
| Q1 2022 | $1,386,000 | -3.5% | 5,164 | +1.8% | 1.02% | +4.8% |
| Q4 2021 | $1,436,000 | -49.6% | 5,073 | -53.1% | 0.97% | -48.2% |
| Q3 2021 | $2,847,000 | -0.8% | 10,824 | +1.4% | 1.88% | -0.9% |
| Q2 2021 | $2,869,000 | +17.9% | 10,676 | +14.2% | 1.90% | +9.2% |
| Q1 2021 | $2,433,000 | +54.9% | 9,346 | +36.7% | 1.74% | +32.9% |
| Q4 2020 | $1,571,000 | +54.5% | 6,836 | +24.6% | 1.31% | +58.5% |
| Q3 2020 | $1,017,000 | -9.5% | 5,487 | -13.2% | 0.82% | -10.6% |
| Q2 2020 | $1,124,000 | +28.2% | 6,319 | +3.6% | 0.92% | -10.5% |
| Q1 2020 | $877,000 | +13.7% | 6,098 | +62.8% | 1.03% | +28.6% |
| Q4 2019 | $771,000 | +6.5% | 3,746 | 0.0% | 0.80% | +23.8% |
| Q3 2019 | $724,000 | -0.5% | 3,746 | 0.0% | 0.65% | -2.3% |
| Q2 2019 | $728,000 | +2.7% | 3,746 | 0.0% | 0.66% | +2.0% |
| Q1 2019 | $709,000 | -1.8% | 3,746 | -13.8% | 0.65% | -8.2% |
| Q4 2018 | $722,000 | -17.5% | 4,346 | 0.0% | 0.71% | -21.4% |
| Q3 2018 | $875,000 | +3.3% | 4,346 | 0.0% | 0.90% | +11.6% |
| Q2 2018 | $847,000 | +3.9% | 4,346 | 0.0% | 0.81% | -41.7% |
| Q1 2018 | $815,000 | -29.9% | 4,346 | -29.0% | 1.38% | +3.4% |
| Q4 2017 | $1,162,000 | – | 6,125 | – | 1.34% | – |
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% |