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 | $587,469 | -4.6% | 2,356 | 0.0% | 0.13% | -6.3% |
| Q2 2023 | $616,047 | +4.5% | 2,356 | 0.0% | 0.14% | +2.2% |
| Q1 2023 | $589,377 | +3.4% | 2,356 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $569,893 | +10.2% | 2,356 | 0.0% | 0.14% | -4.8% |
| Q3 2022 | $517,000 | -3.5% | 2,356 | -0.6% | 0.14% | 0.0% |
| Q2 2022 | $536,000 | -15.7% | 2,370 | 0.0% | 0.14% | -0.7% |
| Q1 2022 | $636,000 | -6.3% | 2,370 | -1.2% | 0.15% | -2.0% |
| Q4 2021 | $679,000 | +7.9% | 2,399 | +0.6% | 0.15% | -8.0% |
| Q3 2021 | $629,000 | -1.9% | 2,385 | 0.0% | 0.16% | -2.4% |
| Q2 2021 | $641,000 | +3.4% | 2,385 | 0.0% | 0.17% | -6.7% |
| Q1 2021 | $620,000 | +12.7% | 2,385 | -0.3% | 0.18% | +1.7% |
| Q4 2020 | $550,000 | +24.2% | 2,393 | 0.0% | 0.18% | +12.9% |
| Q3 2020 | $443,000 | +4.0% | 2,393 | 0.0% | 0.16% | -6.1% |
| Q2 2020 | $426,000 | +23.5% | 2,393 | 0.0% | 0.16% | +1.2% |
| Q1 2020 | $345,000 | -31.1% | 2,393 | -1.8% | 0.16% | -10.9% |
| Q4 2019 | $501,000 | +6.4% | 2,436 | 0.0% | 0.18% | -4.7% |
| Q3 2019 | $471,000 | -0.4% | 2,436 | 0.0% | 0.19% | -6.8% |
| Q2 2019 | $473,000 | +11.8% | 2,436 | +8.9% | 0.21% | +6.7% |
| Q1 2019 | $423,000 | +13.7% | 2,236 | 0.0% | 0.19% | -1.0% |
| Q4 2018 | $372,000 | -14.3% | 2,236 | +3.7% | 0.20% | +2.6% |
| Q3 2018 | $434,000 | +5.3% | 2,156 | +1.9% | 0.19% | -5.0% |
| Q2 2018 | $412,000 | +4.0% | 2,116 | 0.0% | 0.20% | 0.0% |
| Q1 2018 | $396,000 | -1.5% | 2,116 | 0.0% | 0.20% | -1.5% |
| Q4 2017 | $402,000 | +6.3% | 2,116 | 0.0% | 0.20% | -5.1% |
| Q3 2017 | $378,000 | +2.7% | 2,116 | 0.0% | 0.21% | -0.9% |
| Q2 2017 | $368,000 | +1.7% | 2,116 | 0.0% | 0.22% | -0.9% |
| Q1 2017 | $362,000 | +24.8% | 2,116 | +20.2% | 0.22% | +19.1% |
| Q4 2016 | $290,000 | +6.6% | 1,760 | 0.0% | 0.18% | +5.2% |
| Q3 2016 | $272,000 | +15.3% | 1,760 | +11.4% | 0.17% | +10.8% |
| Q2 2016 | $236,000 | – | 1,580 | – | 0.16% | – |
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% |