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 | $1,789,585 | -4.9% | 7,177 | -0.3% | 0.31% | -4.9% |
| Q2 2023 | $1,881,349 | +4.3% | 7,195 | -0.2% | 0.32% | -4.4% |
| Q1 2023 | $1,803,904 | +5.6% | 7,211 | +2.1% | 0.34% | -0.3% |
| Q4 2022 | $1,707,743 | +10.3% | 7,060 | 0.0% | 0.34% | -0.9% |
| Q3 2022 | $1,548,000 | -3.4% | 7,060 | -0.4% | 0.34% | -3.1% |
| Q2 2022 | $1,603,000 | -14.3% | 7,086 | +1.6% | 0.35% | -3.5% |
| Q1 2022 | $1,871,000 | -4.0% | 6,974 | +1.3% | 0.37% | -6.1% |
| Q4 2021 | $1,949,000 | +7.6% | 6,886 | 0.0% | 0.39% | -1.5% |
| Q3 2021 | $1,812,000 | +12.0% | 6,886 | +14.4% | 0.40% | +6.7% |
| Q2 2021 | $1,618,000 | +3.3% | 6,021 | 0.0% | 0.37% | -11.6% |
| Q1 2021 | $1,567,000 | +7.0% | 6,021 | -5.5% | 0.42% | -7.7% |
| Q4 2020 | $1,464,000 | +23.4% | 6,371 | -0.5% | 0.46% | +6.0% |
| Q3 2020 | $1,186,000 | -1.2% | 6,402 | -5.2% | 0.43% | -3.6% |
| Q2 2020 | $1,201,000 | +25.9% | 6,753 | +1.8% | 0.45% | +6.2% |
| Q1 2020 | $954,000 | -38.4% | 6,631 | -11.8% | 0.42% | -26.4% |
| Q4 2019 | $1,548,000 | +6.5% | 7,520 | 0.0% | 0.57% | 0.0% |
| Q3 2019 | $1,453,000 | +0.6% | 7,520 | +1.1% | 0.57% | -5.5% |
| Q2 2019 | $1,444,000 | +2.6% | 7,435 | 0.0% | 0.60% | -9.3% |
| Q1 2019 | $1,408,000 | +27.4% | 7,435 | +11.8% | 0.67% | +11.2% |
| Q4 2018 | $1,105,000 | -17.5% | 6,653 | 0.0% | 0.60% | -9.4% |
| Q3 2018 | $1,339,000 | +8.2% | 6,653 | +4.7% | 0.66% | -5.4% |
| Q2 2018 | $1,238,000 | +2.5% | 6,355 | -1.3% | 0.70% | -3.1% |
| Q1 2018 | $1,208,000 | -1.1% | 6,441 | 0.0% | 0.72% | -8.0% |
| Q4 2017 | $1,222,000 | +3.9% | 6,441 | -2.1% | 0.78% | -5.1% |
| Q3 2017 | $1,176,000 | -4.3% | 6,576 | -8.4% | 0.83% | -21.0% |
| Q1 2017 | $1,229,000 | -0.3% | 7,178 | -1.1% | 1.05% | -8.8% |
| Q4 2016 | $1,233,000 | – | 7,261 | – | 1.15% | – |
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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% |