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 | $11,343,876 | -12.5% | 46,095 | -7.0% | 4.63% | -4.1% |
| Q2 2023 | $12,959,708 | +12.7% | 49,563 | +7.9% | 4.82% | +6.3% |
| Q1 2023 | $11,495,980 | +4.6% | 45,955 | +1.2% | 4.54% | -1.1% |
| Q4 2022 | $10,986,767 | +6.1% | 45,421 | -0.7% | 4.59% | -1.0% |
| Q3 2022 | $10,353,000 | 0.0% | 45,764 | 0.0% | 4.63% | 0.0% |
| Q2 2022 | $10,353,000 | -1.1% | 45,764 | +17.3% | 4.63% | +7.7% |
| Q1 2022 | $10,465,000 | -17.4% | 39,000 | -12.9% | 4.30% | -22.2% |
| Q4 2021 | $12,675,000 | +8.3% | 44,774 | +0.7% | 5.53% | +0.4% |
| Q3 2021 | $11,701,000 | +16.0% | 44,479 | +18.5% | 5.51% | -5.3% |
| Q2 2021 | $10,086,000 | -22.7% | 37,524 | -25.2% | 5.82% | -30.5% |
| Q1 2021 | $13,055,000 | -0.5% | 50,156 | -12.1% | 8.37% | +2.7% |
| Q4 2020 | $13,115,000 | +36.0% | 57,064 | +5.2% | 8.15% | +14.1% |
| Q3 2020 | $9,643,000 | 0.0% | 54,232 | 0.0% | 7.15% | 0.0% |
| Q2 2020 | $9,643,000 | +29.5% | 54,232 | +4.7% | 7.15% | +14.5% |
| Q1 2020 | $7,448,000 | -20.5% | 51,773 | +13.7% | 6.24% | -4.5% |
| Q4 2019 | $9,369,000 | +13.2% | 45,521 | +6.3% | 6.54% | +5.9% |
| Q3 2019 | $8,275,000 | +119.5% | 42,825 | +120.7% | 6.17% | +114.0% |
| Q2 2019 | $3,770,000 | +10.8% | 19,408 | +8.1% | 2.88% | -0.6% |
| Q1 2019 | $3,402,000 | +17.4% | 17,962 | +3.0% | 2.90% | +3.9% |
| Q4 2018 | $2,897,000 | +4.1% | 17,447 | +26.3% | 2.79% | +13.6% |
| Q3 2018 | $2,782,000 | +6.8% | 13,819 | +3.4% | 2.46% | +0.6% |
| Q2 2018 | $2,604,000 | +29.4% | 13,367 | +18.9% | 2.44% | +29.8% |
| Q3 2017 | $2,012,000 | – | 11,245 | – | 1.88% | – |
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% |