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 | $33,914,327 | -7.4% | 136,011 | -2.8% | 2.07% | -1.7% |
| Q2 2023 | $36,605,353 | +11.1% | 139,993 | +6.3% | 2.11% | +6.5% |
| Q1 2023 | $32,957,187 | +4.9% | 131,744 | +1.5% | 1.98% | -2.2% |
| Q4 2022 | $31,408,797 | +40.2% | 129,847 | +27.1% | 2.02% | +32.9% |
| Q3 2022 | $22,408,000 | +11.1% | 102,197 | +14.6% | 1.52% | +16.0% |
| Q2 2022 | $20,176,000 | -17.0% | 89,182 | -1.5% | 1.31% | -7.9% |
| Q1 2022 | $24,296,000 | +14.2% | 90,543 | +20.5% | 1.42% | +13.6% |
| Q4 2021 | $21,267,000 | +11.8% | 75,128 | +3.9% | 1.25% | -0.6% |
| Q3 2021 | $19,015,000 | +10.6% | 72,280 | +13.0% | 1.26% | -0.3% |
| Q2 2021 | $17,191,000 | +28.0% | 63,970 | +24.0% | 1.26% | +3.1% |
| Q1 2021 | $13,430,000 | +6.7% | 51,600 | -5.7% | 1.23% | -11.0% |
| Q4 2020 | $12,583,000 | +21.9% | 54,748 | -1.7% | 1.38% | +5.7% |
| Q3 2020 | $10,325,000 | -2.0% | 55,718 | -5.9% | 1.30% | +5.7% |
| Q2 2020 | $10,534,000 | +271.4% | 59,239 | +200.5% | 1.24% | +122.5% |
| Q1 2020 | $2,836,000 | +115.5% | 19,714 | +208.2% | 0.56% | +211.8% |
| Q4 2019 | $1,316,000 | – | 6,396 | – | 0.18% | – |
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% |