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 | $414,251 | -4.8% | 1,661 | -0.2% | 0.04% | -4.4% |
| Q2 2023 | $435,310 | +0.0% | 1,664 | -4.3% | 0.04% | -6.2% |
| Q1 2023 | $435,130 | +3.0% | 1,739 | -0.5% | 0.05% | -7.7% |
| Q4 2022 | $422,600 | +15.1% | 1,747 | +376.0% | 0.05% | +2.0% |
| Q3 2022 | $367,000 | -1.9% | 367 | -77.8% | 0.05% | +2.0% |
| Q2 2022 | $374,000 | -11.8% | 1,653 | +4.5% | 0.05% | +8.7% |
| Q1 2022 | $424,000 | -16.2% | 1,582 | -11.5% | 0.05% | -8.0% |
| Q4 2021 | $506,000 | +20.5% | 1,788 | +11.9% | 0.05% | +8.7% |
| Q3 2021 | $420,000 | +2.7% | 1,598 | +4.9% | 0.05% | +2.2% |
| Q2 2021 | $409,000 | +3.5% | 1,524 | +0.4% | 0.04% | -2.2% |
| Q1 2021 | $395,000 | +76.3% | 1,518 | +55.2% | 0.05% | +64.3% |
| Q4 2020 | $224,000 | -33.7% | 978 | -40.5% | 0.03% | -39.1% |
| Q4 2019 | $338,000 | -82.6% | 1,643 | -83.6% | 0.05% | -84.4% |
| Q3 2019 | $1,939,000 | -10.9% | 10,041 | -10.4% | 0.29% | -4.5% |
| Q2 2019 | $2,176,000 | -35.7% | 11,204 | -37.3% | 0.31% | -49.0% |
| Q1 2019 | $3,382,000 | -23.1% | 17,858 | -32.6% | 0.60% | -22.1% |
| Q4 2018 | $4,397,000 | – | 26,476 | – | 0.78% | – |
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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% |