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 | $304,905 | +9.2% | 1,223 | +14.5% | 0.08% | +18.5% |
| Q2 2023 | $279,208 | -7.4% | 1,068 | -11.3% | 0.06% | -12.2% |
| Q1 2023 | $301,418 | -5.0% | 1,204 | -8.2% | 0.07% | -7.5% |
| Q4 2022 | $317,407 | +10.6% | 1,312 | +0.2% | 0.08% | +9.6% |
| Q3 2022 | $287,000 | -3.0% | 1,309 | +0.2% | 0.07% | -1.4% |
| Q2 2022 | $296,000 | -15.4% | 1,307 | +0.2% | 0.07% | -10.8% |
| Q1 2022 | $350,000 | -5.1% | 1,305 | 0.0% | 0.08% | -4.6% |
| Q4 2021 | $369,000 | +7.6% | 1,305 | +0.1% | 0.09% | -3.3% |
| Q3 2021 | $343,000 | -2.0% | 1,304 | +0.1% | 0.09% | -5.3% |
| Q2 2021 | $350,000 | +6.4% | 1,303 | -93.6% | 0.10% | -3.1% |
| Q1 2021 | $329,000 | +13.4% | 20,340 | +1510.5% | 0.10% | +1.0% |
| Q4 2020 | $290,000 | +27.2% | 1,263 | +2.8% | 0.10% | +16.9% |
| Q3 2020 | $228,000 | +1.3% | 1,229 | -2.8% | 0.08% | -3.5% |
| Q2 2020 | $225,000 | -17.6% | 1,265 | -33.4% | 0.09% | -29.5% |
| Q1 2020 | $273,000 | -72.1% | 1,899 | -60.0% | 0.12% | -70.7% |
| Q4 2019 | $978,000 | – | 4,753 | – | 0.42% | – |
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% |