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 | $301,242 | -5.4% | 1,208 | -0.8% | 0.10% | 0.0% |
| Q2 2023 | $318,511 | -62.6% | 1,218 | -64.2% | 0.10% | -61.9% |
| Q1 2023 | $851,014 | -71.8% | 3,402 | -72.1% | 0.26% | -65.7% |
| Q4 2022 | $3,020,149 | +10.1% | 12,175 | +0.2% | 0.75% | +1.1% |
| Q3 2022 | $2,744,000 | +1.9% | 12,155 | +2.1% | 0.74% | +5.7% |
| Q2 2022 | $2,694,000 | +3.4% | 11,908 | +10.8% | 0.70% | +3.4% |
| Q1 2022 | $2,606,000 | -19.1% | 10,743 | -5.6% | 0.68% | -9.1% |
| Q4 2021 | $3,220,000 | +14.1% | 11,376 | +6.1% | 0.75% | +22.1% |
| Q3 2021 | $2,821,000 | -3.6% | 10,724 | 0.0% | 0.61% | +4.1% |
| Q2 2021 | $2,926,000 | +0.4% | 10,724 | 0.0% | 0.59% | +1.9% |
| Q1 2021 | $2,913,000 | +4.9% | 10,724 | -11.2% | 0.58% | -3.0% |
| Q4 2020 | $2,776,000 | +15.2% | 12,077 | +5.7% | 0.59% | +11.0% |
| Q3 2020 | $2,409,000 | +7.6% | 11,422 | -0.2% | 0.54% | +14.8% |
| Q2 2020 | $2,238,000 | +40.8% | 11,450 | +3.6% | 0.47% | +29.8% |
| Q1 2020 | $1,590,000 | -30.4% | 11,050 | -0.4% | 0.36% | -35.0% |
| Q4 2019 | $2,284,000 | +6.3% | 11,098 | -0.2% | 0.55% | +8.4% |
| Q3 2019 | $2,148,000 | -11.9% | 11,118 | -11.4% | 0.51% | -20.1% |
| Q2 2019 | $2,437,000 | -27.7% | 12,543 | -29.5% | 0.64% | -32.0% |
| Q1 2019 | $3,372,000 | +49.3% | 17,803 | +30.9% | 0.94% | -3.7% |
| Q4 2018 | $2,258,000 | +289.3% | 13,600 | +371.6% | 0.97% | +531.8% |
| Q3 2018 | $580,000 | +106.4% | 2,884 | +100.0% | 0.15% | -33.3% |
| Q2 2018 | $281,000 | +4.1% | 1,442 | 0.0% | 0.23% | +14.4% |
| Q1 2018 | $270,000 | -1.5% | 1,442 | 0.0% | 0.20% | -12.2% |
| Q4 2017 | $274,000 | -17.0% | 1,442 | -21.8% | 0.23% | -83.8% |
| Q3 2017 | $330,000 | -33.7% | 1,843 | -35.7% | 1.42% | +141600.0% |
| Q2 2017 | $498,000 | +20.0% | 2,865 | +18.1% | 0.00% | – |
| Q1 2017 | $415,000 | – | 2,426 | – | 0.00% | – |
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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% |