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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $502,000 | -62.8% | 3,026 | -54.9% | 0.12% | -49.4% |
Q3 2018 | $1,350,000 | +3.4% | 6,706 | 0.0% | 0.24% | -13.4% |
Q2 2018 | $1,306,000 | +3.8% | 6,706 | 0.0% | 0.28% | +5.3% |
Q1 2018 | $1,258,000 | +30.4% | 6,706 | +31.9% | 0.26% | +0.4% |
Q4 2017 | $965,000 | +6.0% | 5,084 | 0.0% | 0.26% | -5.8% |
Q3 2017 | $910,000 | +67.9% | 5,084 | +63.3% | 0.28% | +62.9% |
Q2 2017 | $542,000 | +1.7% | 3,113 | 0.0% | 0.17% | -0.6% |
Q1 2017 | $533,000 | +3.7% | 3,113 | 0.0% | 0.17% | -11.4% |
Q4 2016 | $514,000 | +6.9% | 3,113 | 0.0% | 0.19% | -1.0% |
Q3 2016 | $481,000 | +3.4% | 3,113 | 0.0% | 0.20% | -10.6% |
Q2 2016 | $465,000 | -58.8% | 3,113 | -60.3% | 0.22% | -60.4% |
Q1 2016 | $1,130,000 | +3.5% | 7,834 | 0.0% | 0.55% | +3.8% |
Q4 2015 | $1,092,000 | +2.1% | 7,834 | 0.0% | 0.53% | -19.3% |
Q3 2015 | $1,070,000 | -15.1% | 7,834 | -6.8% | 0.66% | -19.3% |
Q2 2015 | $1,260,000 | -1.3% | 8,404 | 0.0% | 0.82% | -1.1% |
Q1 2015 | $1,277,000 | +4.9% | 8,404 | 0.0% | 0.82% | -3.3% |
Q4 2014 | $1,217,000 | +31.3% | 8,404 | +24.0% | 0.85% | +28.3% |
Q3 2014 | $927,000 | – | 6,779 | – | 0.66% | – |
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% |