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 | $14,508,877 | -1.1% | 58,187 | +3.7% | 2.88% | +4.2% |
| Q2 2023 | $14,676,557 | +8.5% | 56,129 | +3.8% | 2.77% | -3.7% |
| Q1 2023 | $13,521,423 | +16.0% | 54,051 | +12.1% | 2.87% | +8.9% |
| Q4 2022 | $11,659,145 | +11.6% | 48,200 | +1.2% | 2.64% | +1.2% |
| Q3 2022 | $10,447,000 | +13.4% | 47,647 | +17.0% | 2.61% | +17.1% |
| Q2 2022 | $9,212,000 | -9.2% | 40,719 | +7.7% | 2.23% | +5.0% |
| Q1 2022 | $10,144,000 | -3.9% | 37,803 | +1.4% | 2.12% | +0.0% |
| Q4 2021 | $10,551,000 | +9.7% | 37,271 | +1.9% | 2.12% | +0.9% |
| Q3 2021 | $9,618,000 | +2.3% | 36,561 | +4.5% | 2.10% | -0.9% |
| Q2 2021 | $9,398,000 | +6.4% | 34,972 | +3.1% | 2.12% | -3.6% |
| Q1 2021 | $8,830,000 | +8.6% | 33,926 | -4.1% | 2.20% | -1.6% |
| Q4 2020 | $8,128,000 | +21.0% | 35,364 | -2.4% | 2.24% | +6.7% |
| Q3 2020 | $6,718,000 | -7.2% | 36,251 | -11.0% | 2.10% | -15.3% |
| Q2 2020 | $7,240,000 | -3.9% | 40,716 | -22.2% | 2.47% | -15.7% |
| Q1 2020 | $7,531,000 | -25.9% | 52,351 | +6.0% | 2.94% | -12.4% |
| Q4 2019 | $10,168,000 | +13.7% | 49,400 | +6.8% | 3.35% | +2.9% |
| Q3 2019 | $8,939,000 | +3.7% | 46,261 | +4.3% | 3.26% | -2.9% |
| Q2 2019 | $8,619,000 | +3.5% | 44,366 | +0.9% | 3.36% | -1.9% |
| Q1 2019 | $8,329,000 | +22.1% | 43,976 | +7.1% | 3.42% | +4.9% |
| Q4 2018 | $6,820,000 | -1.6% | 41,069 | +19.3% | 3.26% | +6.5% |
| Q3 2018 | $6,930,000 | +13.5% | 34,430 | +9.8% | 3.06% | +2.8% |
| Q2 2018 | $6,107,000 | +8.5% | 31,353 | +4.5% | 2.98% | +1.0% |
| Q1 2018 | $5,627,000 | +4.3% | 30,002 | +5.5% | 2.95% | +1.0% |
| Q4 2017 | $5,397,000 | +5.7% | 28,440 | -0.4% | 2.92% | +2.2% |
| Q3 2017 | $5,108,000 | +8.2% | 28,553 | +5.3% | 2.86% | -0.3% |
| Q2 2017 | $4,719,000 | +2.6% | 27,126 | +1.0% | 2.87% | -6.1% |
| Q1 2017 | $4,599,000 | +2.1% | 26,861 | -1.4% | 3.05% | -15.4% |
| Q4 2016 | $4,506,000 | – | 27,255 | – | 3.61% | – |
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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% |