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 | $2,989,387 | -2.4% | 11,989 | +2.4% | 0.14% | -2.9% |
| Q2 2023 | $3,062,217 | +3.8% | 11,711 | -0.7% | 0.14% | -1.4% |
| Q1 2023 | $2,951,458 | +11.7% | 11,798 | +8.0% | 0.14% | -2.1% |
| Q4 2022 | $2,642,642 | +7.1% | 10,924 | -2.9% | 0.14% | -7.6% |
| Q3 2022 | $2,467,000 | -2.9% | 11,251 | +0.2% | 0.16% | -1.3% |
| Q2 2022 | $2,541,000 | -22.5% | 11,231 | -8.0% | 0.16% | -4.8% |
| Q1 2022 | $3,277,000 | -0.5% | 12,213 | +5.0% | 0.17% | -6.2% |
| Q4 2021 | $3,294,000 | +12.2% | 11,635 | +4.2% | 0.18% | +6.0% |
| Q3 2021 | $2,937,000 | +16.4% | 11,163 | +18.8% | 0.17% | +9.8% |
| Q2 2021 | $2,524,000 | +4.6% | 9,394 | +1.3% | 0.15% | +36.6% |
| Q1 2021 | $2,413,000 | +11.8% | 9,273 | -1.3% | 0.11% | +0.9% |
| Q4 2020 | $2,159,000 | +26.6% | 9,396 | +2.1% | 0.11% | -25.5% |
| Q3 2020 | $1,706,000 | -1.0% | 9,207 | -5.0% | 0.15% | -5.1% |
| Q2 2020 | $1,723,000 | -9.2% | 9,688 | -20.2% | 0.16% | -22.3% |
| Q1 2020 | $1,898,000 | -27.5% | 12,133 | -4.6% | 0.20% | -20.5% |
| Q4 2019 | $2,617,000 | +10.7% | 12,715 | +3.9% | 0.25% | -2.7% |
| Q3 2019 | $2,365,000 | +19.9% | 12,240 | +20.6% | 0.26% | +15.5% |
| Q2 2019 | $1,972,000 | +17.1% | 10,151 | +14.2% | 0.23% | +10.2% |
| Q1 2019 | $1,684,000 | +12.9% | 8,892 | -1.0% | 0.20% | -1.9% |
| Q4 2018 | $1,492,000 | -3.8% | 8,982 | +5.4% | 0.21% | 0.0% |
| Q3 2018 | $1,551,000 | -8.5% | 8,522 | -0.3% | 0.21% | -12.2% |
| Q2 2018 | $1,696,000 | +43.5% | 8,547 | +35.6% | 0.24% | +25.3% |
| Q1 2018 | $1,182,000 | +21.5% | 6,303 | +22.9% | 0.19% | +18.8% |
| Q4 2017 | $973,000 | +60.3% | 5,130 | +51.2% | 0.16% | +16.8% |
| Q3 2017 | $607,000 | – | 3,392 | – | 0.14% | – |
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% |