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 | $21,593 | -4.6% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $22,643 | +4.8% | 87 | +1.2% | 0.00% | 0.0% |
| Q1 2023 | $21,599 | +3.8% | 86 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $20,803 | +420.1% | 86 | +352.6% | 0.00% | +200.0% |
| Q3 2022 | $4,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 19 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -95.7% | 19 | -95.3% | 0.00% | -93.3% |
| Q4 2021 | $115,000 | +8.5% | 407 | +0.7% | 0.02% | +7.1% |
| Q3 2021 | $106,000 | -2.8% | 404 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $109,000 | +10800.0% | 404 | +10000.0% | 0.02% | – |
| Q4 2020 | $1,000 | -87.5% | 4 | -90.9% | 0.00% | -100.0% |
| Q3 2020 | $8,000 | +60.0% | 44 | +69.2% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -68.8% | 26 | -77.2% | 0.00% | -75.0% |
| Q1 2020 | $16,000 | +45.5% | 114 | +107.3% | 0.00% | +33.3% |
| Q3 2019 | $11,000 | -63.3% | 55 | -64.5% | 0.00% | -70.0% |
| Q2 2019 | $30,000 | – | 155 | – | 0.01% | – |
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% |