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 | $1,980,861 | +24.3% | 7,944 | +30.3% | 0.22% | +16.2% |
| Q2 2023 | $1,593,747 | +6.1% | 6,095 | +1.5% | 0.18% | +1.6% |
| Q1 2023 | $1,502,160 | +20.2% | 6,005 | +16.3% | 0.18% | +18.2% |
| Q4 2022 | $1,249,216 | +12.0% | 5,164 | +1.6% | 0.15% | 0.0% |
| Q3 2022 | $1,115,000 | -1.5% | 5,084 | +1.6% | 0.15% | +5.5% |
| Q2 2022 | $1,132,000 | -13.3% | 5,002 | +2.9% | 0.15% | -1.4% |
| Q1 2022 | $1,305,000 | -0.6% | 4,862 | +4.8% | 0.15% | -4.5% |
| Q4 2021 | $1,313,000 | +3.6% | 4,638 | -3.7% | 0.16% | -7.2% |
| Q3 2021 | $1,267,000 | -5.7% | 4,818 | -3.6% | 0.17% | -10.2% |
| Q2 2021 | $1,344,000 | -2.7% | 5,000 | -5.7% | 0.19% | -20.2% |
| Q1 2021 | $1,381,000 | +6.0% | 5,305 | -6.4% | 0.23% | -5.7% |
| Q4 2020 | $1,303,000 | +47.2% | 5,668 | +18.6% | 0.25% | +21.7% |
| Q3 2020 | $885,000 | +4.6% | 4,778 | +0.4% | 0.20% | -2.4% |
| Q2 2020 | $846,000 | +24.8% | 4,758 | +1.0% | 0.21% | +2.5% |
| Q1 2020 | $678,000 | -29.1% | 4,713 | +1.5% | 0.20% | -13.2% |
| Q4 2019 | $956,000 | +11.0% | 4,644 | +4.3% | 0.23% | -3.3% |
| Q3 2019 | $861,000 | +0.6% | 4,454 | +1.0% | 0.24% | -1.6% |
| Q2 2019 | $856,000 | +2.5% | 4,409 | 0.0% | 0.25% | +8.8% |
| Q1 2019 | $835,000 | +20.1% | 4,409 | +5.3% | 0.23% | +15.9% |
| Q4 2018 | $695,000 | -14.1% | 4,187 | +4.2% | 0.20% | -3.0% |
| Q3 2018 | $809,000 | -16.1% | 4,019 | -18.8% | 0.20% | -14.1% |
| Q2 2018 | $964,000 | +3.1% | 4,949 | -0.7% | 0.23% | +4.0% |
| Q1 2018 | $935,000 | -19.5% | 4,984 | -18.5% | 0.22% | -18.8% |
| Q4 2017 | $1,161,000 | – | 6,119 | – | 0.28% | – |
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% |