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 | $547,041 | -4.6% | 2,194 | 0.0% | 0.16% | +0.6% |
| Q2 2023 | $573,653 | +4.6% | 2,194 | +0.0% | 0.16% | -0.6% |
| Q1 2023 | $548,604 | +4.9% | 2,193 | +1.4% | 0.16% | +1.3% |
| Q4 2022 | $522,937 | -21.1% | 2,162 | -28.6% | 0.16% | -37.8% |
| Q3 2022 | $663,000 | -1.3% | 3,026 | +1.9% | 0.25% | +5.9% |
| Q2 2022 | $672,000 | -18.4% | 2,971 | -3.2% | 0.24% | -3.7% |
| Q1 2022 | $824,000 | -12.0% | 3,070 | -7.2% | 0.25% | -13.1% |
| Q4 2021 | $936,000 | +11.4% | 3,309 | +3.5% | 0.28% | -1.7% |
| Q3 2021 | $840,000 | +19.0% | 3,198 | +21.5% | 0.29% | +15.2% |
| Q2 2021 | $706,000 | +3.2% | 2,632 | +0.0% | 0.25% | +2.0% |
| Q1 2021 | $684,000 | +14.2% | 2,631 | +0.8% | 0.24% | +7.0% |
| Q4 2020 | $599,000 | +58.0% | 2,611 | +27.4% | 0.23% | +44.9% |
| Q3 2020 | $379,000 | +2.7% | 2,050 | -0.6% | 0.16% | -3.7% |
| Q2 2020 | $369,000 | +12.5% | 2,063 | -9.8% | 0.16% | -4.7% |
| Q1 2020 | $328,000 | – | 2,286 | – | 0.17% | – |
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% |