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 | $228,405 | -4.6% | 916 | 0.0% | 0.04% | -2.5% |
| Q2 2023 | $239,516 | +5.7% | 916 | +1.1% | 0.04% | +2.6% |
| Q1 2023 | $226,645 | +566.6% | 906 | +417.7% | 0.04% | +178.6% |
| Q2 2019 | $34,000 | +3.0% | 175 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $33,000 | +13.8% | 175 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $29,000 | -17.1% | 175 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $35,000 | -2.8% | 175 | -5.4% | 0.02% | -11.1% |
| Q2 2018 | $36,000 | +2.9% | 185 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $35,000 | +6.1% | 185 | +5.7% | 0.02% | +12.5% |
| Q4 2017 | $33,000 | +6.5% | 175 | 0.0% | 0.02% | +6.7% |
| Q3 2017 | $31,000 | +3.3% | 175 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $30,000 | -16.7% | 175 | -17.5% | 0.02% | -21.1% |
| Q1 2017 | $36,000 | +2.9% | 212 | 0.0% | 0.02% | +5.6% |
| Q4 2016 | $35,000 | +133.3% | 212 | +112.0% | 0.02% | +38.5% |
| Q2 2016 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | +8.3% |
| Q1 2016 | $14,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $14,000 | – | 100 | – | 0.01% | – |
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% |