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 | $655,009 | -4.6% | 2,627 | 0.0% | 0.04% | -2.4% |
| Q2 2023 | $686,873 | +4.6% | 2,627 | +0.0% | 0.04% | 0.0% |
| Q1 2023 | $656,968 | +3.5% | 2,626 | +0.0% | 0.04% | -2.3% |
| Q4 2022 | $635,035 | +10.4% | 2,625 | +0.0% | 0.04% | +2.4% |
| Q3 2022 | $575,000 | -3.0% | 2,624 | +0.0% | 0.04% | +2.4% |
| Q2 2022 | $593,000 | -31.1% | 2,623 | -18.2% | 0.04% | -18.0% |
| Q1 2022 | $861,000 | -2.8% | 3,208 | +2.4% | 0.05% | -5.7% |
| Q4 2021 | $886,000 | +7.5% | 3,132 | +0.0% | 0.05% | -3.6% |
| Q3 2021 | $824,000 | -2.0% | 3,131 | +0.0% | 0.06% | -3.5% |
| Q2 2021 | $841,000 | +5.8% | 3,130 | +2.5% | 0.06% | -6.6% |
| Q1 2021 | $795,000 | +18.0% | 3,054 | +4.1% | 0.06% | +8.9% |
| Q4 2020 | $674,000 | +28.4% | 2,934 | +3.6% | 0.06% | +19.1% |
| Q3 2020 | $525,000 | +8.0% | 2,833 | +3.7% | 0.05% | 0.0% |
| Q2 2020 | $486,000 | +23.7% | 2,732 | +0.0% | 0.05% | +4.4% |
| Q1 2020 | $393,000 | -30.1% | 2,731 | +0.0% | 0.04% | -10.0% |
| Q4 2019 | $562,000 | +6.6% | 2,730 | +0.0% | 0.05% | -7.4% |
| Q3 2019 | $527,000 | -0.6% | 2,729 | +0.0% | 0.05% | 0.0% |
| Q2 2019 | $530,000 | +2.5% | 2,728 | +0.0% | 0.05% | -5.3% |
| Q1 2019 | $517,000 | +2.2% | 2,727 | +8.4% | 0.06% | -59.0% |
| Q3 2018 | $506,000 | – | 2,515 | – | 0.14% | – |
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% |