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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $250,935 | +39.4% | 960 | -94.4% | 0.08% | -6.0% |
Q3 2020 | $180,000 | +4.0% | 17,082 | +0.0% | 0.08% | +2.4% |
Q2 2020 | $173,000 | +1.2% | 17,081 | +0.5% | 0.08% | -18.8% |
Q1 2020 | $171,000 | -13.2% | 16,992 | +1.2% | 0.10% | +23.2% |
Q4 2019 | $197,000 | -35.0% | 16,796 | +939.4% | 0.08% | -31.7% |
Q1 2018 | $303,000 | +206.1% | 1,616 | +192.8% | 0.12% | +179.1% |
Q3 2017 | $99,000 | +3.1% | 552 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $96,000 | +1.1% | 552 | 0.0% | 0.04% | 0.0% |
Q1 2017 | $95,000 | +4.4% | 552 | 0.0% | 0.04% | -2.3% |
Q4 2016 | $91,000 | +8.3% | 552 | 0.0% | 0.04% | +2.3% |
Q3 2016 | $84,000 | +2.4% | 552 | 0.0% | 0.04% | -6.5% |
Q2 2016 | $82,000 | +3.8% | 552 | 0.0% | 0.05% | +2.2% |
Q1 2016 | $79,000 | – | 552 | – | 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% |