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 | $5,237 | -72.4% | 21 | -70.4% | 0.00% | -33.3% |
| Q1 2022 | $19,000 | -5.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | -63.5% | 71 | -64.1% | 0.00% | -70.0% |
| Q1 2021 | $52,000 | +225.0% | 198 | +178.9% | 0.01% | +233.3% |
| Q4 2020 | $16,000 | +23.1% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +30.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $10,000 | -33.3% | 71 | 0.0% | 0.00% | -40.0% |
| Q4 2019 | $15,000 | +7.1% | 71 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $14,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | -39.1% | 71 | -40.8% | 0.01% | -25.0% |
| Q1 2019 | $23,000 | +91.7% | 120 | +69.0% | 0.01% | +33.3% |
| Q4 2018 | $12,000 | -14.3% | 71 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $14,000 | 0.0% | 71 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $14,000 | +7.7% | 71 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $13,000 | -23.5% | 71 | -22.0% | 0.01% | -25.0% |
| Q4 2017 | $17,000 | +6.2% | 91 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 91 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $16,000 | +33.3% | 91 | +28.2% | 0.01% | 0.0% |
| Q1 2017 | $12,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | -61.3% | 71 | -64.7% | 0.01% | -63.6% |
| Q3 2016 | $31,000 | +3.3% | 201 | 0.0% | 0.02% | +4.8% |
| Q2 2016 | $30,000 | +200.0% | 201 | +183.1% | 0.02% | +200.0% |
| Q1 2016 | $10,000 | -37.5% | 71 | -38.8% | 0.01% | -41.7% |
| Q4 2015 | $16,000 | 0.0% | 116 | 0.0% | 0.01% | -7.7% |
| Q3 2015 | $16,000 | +45.5% | 116 | +63.4% | 0.01% | +62.5% |
| Q2 2015 | $11,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $11,000 | +10.0% | 71 | 0.0% | 0.01% | +14.3% |
| Q4 2014 | $10,000 | 0.0% | 71 | 0.0% | 0.01% | -12.5% |
| Q3 2014 | $10,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $10,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $10,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $10,000 | – | 71 | – | 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% |