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 | $448,830 | -27.0% | 1,800 | -23.4% | 0.01% | -25.0% |
| Q2 2023 | $614,478 | +4.5% | 2,350 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $587,876 | +35.0% | 2,350 | +30.6% | 0.01% | +30.0% |
| Q4 2022 | $435,402 | +10.2% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $395,000 | -2.9% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $407,000 | -74.3% | 1,800 | -69.5% | 0.01% | -70.6% |
| Q1 2022 | $1,585,000 | -12.7% | 5,908 | -7.9% | 0.03% | -12.8% |
| Q4 2021 | $1,815,000 | +7.6% | 6,412 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $1,687,000 | -2.1% | 6,412 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $1,723,000 | +3.2% | 6,412 | 0.0% | 0.04% | -13.0% |
| Q1 2021 | $1,669,000 | +25.5% | 6,412 | +10.8% | 0.05% | +2.2% |
| Q4 2020 | $1,330,000 | +21.9% | 5,789 | -1.7% | 0.04% | +4.7% |
| Q3 2020 | $1,091,000 | +4.2% | 5,890 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $1,047,000 | +17.4% | 5,890 | -5.0% | 0.04% | -8.5% |
| Q1 2020 | $892,000 | -97.0% | 6,200 | -95.8% | 0.05% | -96.0% |
| Q4 2019 | $30,118,000 | +2.6% | 146,330 | -3.7% | 1.19% | +1.3% |
| Q3 2019 | $29,356,000 | +2.8% | 151,924 | +3.3% | 1.17% | +9.2% |
| Q2 2019 | $28,565,000 | +14.1% | 147,045 | +11.2% | 1.08% | +24.1% |
| Q1 2019 | $25,039,000 | -3.7% | 132,204 | -15.6% | 0.87% | -5.1% |
| Q4 2018 | $26,011,000 | -13.5% | 156,641 | +4.8% | 0.91% | +6.7% |
| Q3 2018 | $30,082,000 | +3.1% | 149,444 | -0.3% | 0.86% | +2.4% |
| Q2 2018 | $29,188,000 | +2.6% | 149,848 | -1.2% | 0.84% | +0.8% |
| Q1 2018 | $28,456,000 | +21.5% | 151,707 | +22.9% | 0.83% | +23.4% |
| Q4 2017 | $23,420,000 | +11.2% | 123,401 | +4.8% | 0.67% | +12.2% |
| Q3 2017 | $21,062,000 | +0.2% | 117,726 | -2.6% | 0.60% | +1.2% |
| Q2 2017 | $21,022,000 | +6.6% | 120,854 | +4.9% | 0.59% | +13.2% |
| Q1 2017 | $19,723,000 | +6.6% | 115,194 | +3.0% | 0.52% | +2.1% |
| Q4 2016 | $18,496,000 | +6.9% | 111,872 | +0.0% | 0.51% | -2.1% |
| Q3 2016 | $17,303,000 | +8.9% | 111,840 | +5.1% | 0.52% | +2.5% |
| Q2 2016 | $15,896,000 | +2.8% | 106,409 | -0.7% | 0.51% | +3.4% |
| Q1 2016 | $15,459,000 | +1.8% | 107,211 | -0.6% | 0.49% | +22.3% |
| Q4 2015 | $15,186,000 | -3.2% | 107,869 | -6.1% | 0.40% | +3.9% |
| Q3 2015 | $15,696,000 | -0.3% | 114,900 | +9.4% | 0.39% | +14.5% |
| Q2 2015 | $15,745,000 | – | 104,984 | – | 0.34% | – |
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% |