ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,774,247 | +10.2% | 47,219 | +15.6% | 1.76% | +7.4% |
| Q2 2023 | $10,680,596 | +10.9% | 40,846 | +6.1% | 1.64% | +1.2% |
| Q1 2023 | $9,630,466 | +1.4% | 38,497 | -1.9% | 1.62% | -4.5% |
| Q4 2022 | $9,496,387 | +15.2% | 39,259 | +4.4% | 1.70% | +1.8% |
| Q3 2022 | $8,243,000 | -5.4% | 37,592 | -2.3% | 1.67% | +1.0% |
| Q2 2022 | $8,709,000 | -15.2% | 38,494 | +0.6% | 1.65% | -3.2% |
| Q1 2022 | $10,264,000 | -12.8% | 38,248 | -8.0% | 1.70% | -8.1% |
| Q4 2021 | $11,770,000 | +37.9% | 41,578 | +28.2% | 1.86% | +25.0% |
| Q3 2021 | $8,534,000 | +86.0% | 32,438 | +90.0% | 1.48% | +17.5% |
| Q2 2021 | $4,588,000 | +6.4% | 17,074 | +3.0% | 1.26% | -7.4% |
| Q1 2021 | $4,313,000 | +74.0% | 16,571 | +53.6% | 1.36% | +74.9% |
| Q4 2020 | $2,479,000 | +34.1% | 10,786 | +8.2% | 0.78% | +16.2% |
| Q3 2020 | $1,848,000 | +3.4% | 9,970 | -0.8% | 0.67% | -11.1% |
| Q2 2020 | $1,787,000 | +36.6% | 10,050 | +10.5% | 0.76% | +8.5% |
| Q1 2020 | $1,308,000 | -28.4% | 9,091 | +2.4% | 0.70% | -17.8% |
| Q4 2019 | $1,827,000 | +6.3% | 8,875 | -0.2% | 0.85% | -13.0% |
| Q3 2019 | $1,719,000 | +0.3% | 8,896 | +0.9% | 0.97% | -10.0% |
| Q2 2019 | $1,714,000 | -33.3% | 8,821 | -35.0% | 1.08% | -46.6% |
| Q1 2019 | $2,571,000 | – | 13,572 | – | 2.03% | – |
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% |