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 | $802,658 | -17.1% | 3,219 | -13.1% | 0.13% | -16.0% |
Q2 2023 | $968,551 | -2.8% | 3,704 | -7.1% | 0.15% | -10.2% |
Q1 2023 | $996,914 | +3.4% | 3,985 | 0.0% | 0.17% | -4.0% |
Q4 2022 | $963,959 | +3.3% | 3,985 | -6.4% | 0.17% | -4.4% |
Q3 2022 | $933,000 | +3.0% | 4,256 | +6.3% | 0.18% | +3.4% |
Q2 2022 | $906,000 | -17.1% | 4,003 | -1.7% | 0.18% | -9.7% |
Q1 2022 | $1,093,000 | +9.1% | 4,071 | +15.2% | 0.20% | +12.1% |
Q4 2021 | $1,002,000 | +34.7% | 3,534 | +25.4% | 0.17% | +20.8% |
Q3 2021 | $744,000 | +103.8% | 2,819 | +107.4% | 0.14% | +108.7% |
Q2 2021 | $365,000 | -4.2% | 1,359 | -7.0% | 0.07% | -17.9% |
Q1 2021 | $381,000 | +31.4% | 1,461 | +15.7% | 0.08% | +27.3% |
Q4 2020 | $290,000 | -21.4% | 1,263 | -36.6% | 0.07% | -24.1% |
Q3 2020 | $369,000 | -2.9% | 1,991 | -6.7% | 0.09% | -15.5% |
Q2 2020 | $380,000 | -27.6% | 2,135 | -41.3% | 0.10% | -43.4% |
Q1 2020 | $525,000 | -83.0% | 3,640 | -75.7% | 0.18% | -74.6% |
Q4 2019 | $3,083,000 | +6.6% | 14,997 | +0.2% | 0.72% | -1.1% |
Q3 2019 | $2,893,000 | -1.8% | 14,965 | -1.3% | 0.72% | +31.1% |
Q2 2019 | $2,945,000 | 0.0% | 15,160 | -2.5% | 0.55% | -3.2% |
Q1 2019 | $2,945,000 | +51.9% | 15,548 | +32.3% | 0.57% | +35.3% |
Q4 2018 | $1,939,000 | -60.8% | 11,754 | -53.7% | 0.42% | -62.3% |
Q3 2018 | $4,951,000 | -0.0% | 25,398 | -0.0% | 1.12% | +0.4% |
Q2 2018 | $4,952,000 | +68.3% | 25,402 | +62.4% | 1.11% | +53.7% |
Q1 2018 | $2,943,000 | -0.5% | 15,643 | +0.6% | 0.72% | +4.5% |
Q4 2017 | $2,957,000 | -10.0% | 15,550 | -14.3% | 0.69% | -9.0% |
Q3 2017 | $3,285,000 | +12.5% | 18,149 | +8.0% | 0.76% | +7.0% |
Q2 2017 | $2,920,000 | +13.2% | 16,803 | +10.0% | 0.71% | +6.6% |
Q1 2017 | $2,580,000 | – | 15,279 | – | 0.67% | – |
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% |