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 | $8,292,559 | -4.1% | 33,257 | +0.5% | 7.29% | -5.5% |
| Q2 2023 | $8,650,727 | +4.3% | 33,084 | -0.2% | 7.71% | +1.1% |
| Q1 2023 | $8,292,480 | -1.8% | 33,149 | -5.0% | 7.63% | -1.8% |
| Q4 2022 | $8,440,680 | +7.3% | 34,895 | +0.4% | 7.76% | +6.5% |
| Q2 2022 | $7,866,000 | -17.6% | 34,771 | -2.3% | 7.29% | +1.2% |
| Q1 2022 | $9,549,000 | -4.9% | 35,584 | +0.4% | 7.20% | -0.9% |
| Q4 2021 | $10,036,000 | +9.1% | 35,453 | +1.4% | 7.27% | +1.2% |
| Q3 2021 | $9,198,000 | -1.3% | 34,964 | +0.9% | 7.19% | -0.2% |
| Q2 2021 | $9,317,000 | +3.3% | 34,669 | +0.1% | 7.20% | -1.7% |
| Q1 2021 | $9,016,000 | +12.9% | 34,639 | -0.3% | 7.33% | +8.2% |
| Q4 2020 | $7,985,000 | +25.8% | 34,742 | +1.4% | 6.77% | +11.7% |
| Q3 2020 | $6,348,000 | +4.7% | 34,256 | +0.5% | 6.06% | -2.2% |
| Q2 2020 | $6,063,000 | +7.8% | 34,095 | -12.8% | 6.20% | +3.6% |
| Q1 2020 | $5,626,000 | -29.4% | 39,108 | +1.0% | 5.99% | -12.8% |
| Q4 2019 | $7,966,000 | +4.8% | 38,705 | -1.6% | 6.87% | +1.1% |
| Q3 2019 | $7,602,000 | -0.2% | 39,342 | +0.3% | 6.79% | -0.2% |
| Q2 2019 | $7,619,000 | +2.5% | 39,222 | -0.1% | 6.81% | +1.2% |
| Q1 2019 | $7,436,000 | +355.9% | 39,262 | +299.8% | 6.72% | +388.0% |
| Q4 2018 | $1,631,000 | -78.8% | 9,820 | -74.3% | 1.38% | -78.9% |
| Q3 2018 | $7,693,000 | +6.7% | 38,217 | +3.2% | 6.53% | +4.1% |
| Q2 2018 | $7,210,000 | +4.3% | 37,017 | +0.5% | 6.28% | +14.0% |
| Q1 2018 | $6,910,000 | +9.4% | 36,837 | +10.6% | 5.51% | +6.2% |
| Q4 2017 | $6,319,000 | – | 33,297 | – | 5.18% | – |
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% |