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 | $88,587,144 | -5.1% | 355,272 | -0.5% | 10.36% | -2.8% |
| Q2 2023 | $93,340,974 | +4.3% | 356,972 | -0.2% | 10.66% | +0.8% |
| Q1 2023 | $89,520,215 | +3.9% | 357,852 | +0.5% | 10.57% | -2.2% |
| Q4 2022 | $86,158,714 | +9.1% | 356,190 | -1.1% | 10.81% | +1.1% |
| Q3 2022 | $78,948,000 | -3.4% | 360,067 | -0.3% | 10.70% | +0.6% |
| Q2 2022 | $81,704,000 | -14.8% | 361,153 | +1.1% | 10.63% | -3.6% |
| Q1 2022 | $95,846,000 | -3.0% | 357,179 | +2.4% | 11.03% | -1.0% |
| Q4 2021 | $98,778,000 | +14.5% | 348,941 | +6.4% | 11.14% | +2.7% |
| Q3 2021 | $86,255,000 | +7.5% | 327,880 | +9.8% | 10.85% | -2.2% |
| Q2 2021 | $80,220,000 | +16.6% | 298,515 | +12.9% | 11.09% | -3.1% |
| Q1 2021 | $68,789,000 | +24.2% | 264,290 | +9.6% | 11.44% | -0.1% |
| Q4 2020 | $55,399,000 | +32.8% | 241,043 | +7.1% | 11.46% | +3.1% |
| Q3 2020 | $41,720,000 | +10.8% | 225,134 | +6.4% | 11.11% | -4.6% |
| Q2 2020 | $37,640,000 | +28.3% | 211,674 | +3.8% | 11.65% | +5.7% |
| Q1 2020 | $29,339,000 | -4.3% | 203,944 | +37.0% | 11.02% | -5.0% |
| Q4 2019 | $30,646,000 | +24.8% | 148,898 | +17.2% | 11.60% | +1.3% |
| Q3 2019 | $24,549,000 | +13.5% | 127,047 | +14.1% | 11.45% | -2.7% |
| Q2 2019 | $21,629,000 | +18.2% | 111,340 | +15.2% | 11.76% | -0.7% |
| Q1 2019 | $18,300,000 | +29.4% | 96,623 | +13.5% | 11.85% | +3.5% |
| Q4 2018 | $14,140,000 | – | 85,151 | – | 11.44% | – |
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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% |