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 | $1,526,603 | -8.2% | 6,122 | -3.7% | 0.06% | -9.5% |
| Q2 2023 | $1,662,576 | +3.5% | 6,358 | -1.0% | 0.06% | -6.0% |
| Q1 2023 | $1,606,535 | +3.7% | 6,422 | +0.2% | 0.07% | -9.5% |
| Q4 2022 | $1,549,906 | +66.5% | 6,407 | +50.8% | 0.07% | +51.0% |
| Q3 2022 | $931,000 | -11.4% | 4,248 | -8.6% | 0.05% | -10.9% |
| Q2 2022 | $1,051,000 | -0.6% | 4,646 | +18.0% | 0.06% | +12.2% |
| Q1 2022 | $1,057,000 | -0.8% | 3,938 | +4.7% | 0.05% | +2.1% |
| Q4 2021 | $1,065,000 | +10.7% | 3,763 | +2.9% | 0.05% | -2.0% |
| Q3 2021 | $962,000 | +7.7% | 3,658 | +10.1% | 0.05% | +4.3% |
| Q2 2021 | $893,000 | +3.0% | 3,322 | -0.2% | 0.05% | -6.0% |
| Q1 2021 | $867,000 | +8.6% | 3,330 | -4.1% | 0.05% | 0.0% |
| Q4 2020 | $798,000 | +35.3% | 3,473 | +9.1% | 0.05% | +13.6% |
| Q3 2020 | $590,000 | +6.5% | 3,182 | +2.1% | 0.04% | -8.3% |
| Q2 2020 | $554,000 | +16.6% | 3,116 | -5.6% | 0.05% | -7.7% |
| Q1 2020 | $475,000 | -34.8% | 3,301 | -6.8% | 0.05% | -25.7% |
| Q4 2019 | $729,000 | -15.9% | 3,542 | -21.0% | 0.07% | -24.7% |
| Q3 2019 | $867,000 | -5.3% | 4,485 | -4.9% | 0.09% | -9.7% |
| Q2 2019 | $916,000 | +4.0% | 4,718 | +1.5% | 0.10% | +1.0% |
| Q1 2019 | $881,000 | +3.6% | 4,650 | -9.2% | 0.10% | -8.1% |
| Q4 2018 | $850,000 | -0.9% | 5,119 | +20.1% | 0.11% | -1.8% |
| Q3 2018 | $858,000 | +20.7% | 4,262 | +16.7% | 0.11% | +7.6% |
| Q2 2018 | $711,000 | +203.8% | 3,651 | +192.8% | 0.10% | +176.3% |
| Q1 2018 | $234,000 | -1.3% | 1,247 | 0.0% | 0.04% | -7.3% |
| Q4 2017 | $237,000 | – | 1,247 | – | 0.04% | – |
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% |