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 | $3,663,130 | -0.4% | 14,690 | +4.4% | 0.42% | +1.2% |
| Q2 2023 | $3,679,482 | -23.3% | 14,072 | -26.6% | 0.41% | -32.5% |
| Q1 2023 | $4,797,789 | +100.1% | 19,178 | +93.5% | 0.61% | +85.2% |
| Q4 2022 | $2,398,033 | +16.0% | 9,913 | +5.2% | 0.33% | +8.5% |
| Q3 2022 | $2,067,000 | -4.3% | 9,426 | -1.3% | 0.30% | +1.3% |
| Q2 2022 | $2,160,000 | -20.8% | 9,549 | -6.1% | 0.30% | -11.7% |
| Q1 2022 | $2,728,000 | -4.8% | 10,165 | +0.4% | 0.34% | -2.0% |
| Q4 2021 | $2,865,000 | -7.8% | 10,120 | -14.3% | 0.35% | -17.7% |
| Q3 2021 | $3,108,000 | +15.4% | 11,813 | +17.8% | 0.42% | -17.2% |
| Q2 2021 | $2,694,000 | -10.8% | 10,025 | -13.5% | 0.51% | -16.4% |
| Q1 2021 | $3,019,000 | +8.2% | 11,591 | -4.5% | 0.61% | -6.6% |
| Q4 2020 | $2,789,000 | -14.6% | 12,135 | -31.2% | 0.65% | -26.4% |
| Q3 2020 | $3,266,000 | -43.4% | 17,627 | -45.7% | 0.89% | -48.7% |
| Q2 2020 | $5,773,000 | -60.1% | 32,471 | -67.7% | 1.73% | -67.0% |
| Q1 2020 | $14,465,000 | -34.5% | 100,616 | -6.2% | 5.25% | -16.1% |
| Q4 2019 | $22,071,000 | +6.9% | 107,212 | +0.4% | 6.26% | -2.0% |
| Q3 2019 | $20,643,000 | -26.6% | 106,790 | -26.2% | 6.38% | -21.1% |
| Q2 2019 | $28,119,000 | +2.7% | 144,776 | +0.1% | 8.08% | -0.9% |
| Q1 2019 | $27,383,000 | +19.6% | 144,578 | +4.9% | 8.16% | +10.8% |
| Q4 2018 | $22,895,000 | -15.6% | 137,872 | +2.3% | 7.36% | -5.9% |
| Q3 2018 | $27,131,000 | +7.2% | 134,796 | +3.7% | 7.83% | -3.0% |
| Q2 2018 | $25,320,000 | +2.2% | 129,931 | -3.5% | 8.07% | -4.0% |
| Q1 2018 | $24,772,000 | -5.5% | 134,618 | -0.3% | 8.41% | +3.2% |
| Q4 2017 | $26,213,000 | +18.2% | 134,982 | +10.0% | 8.15% | -2.9% |
| Q3 2017 | $22,179,000 | +19.4% | 122,725 | +14.8% | 8.39% | +3.2% |
| Q2 2017 | $18,569,000 | +28.2% | 106,874 | +24.6% | 8.13% | +17.4% |
| Q1 2017 | $14,482,000 | +40.2% | 85,769 | +39.6% | 6.93% | +15.0% |
| Q4 2016 | $10,328,000 | – | 61,433 | – | 6.02% | – |
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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% |