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 | $559,292 | -4.0% | 2,243 | +0.7% | 0.24% | -0.4% |
| Q2 2023 | $582,577 | +4.5% | 2,228 | 0.0% | 0.24% | +0.4% |
| Q1 2023 | $557,356 | +3.2% | 2,228 | -0.2% | 0.24% | -1.2% |
| Q4 2022 | $540,140 | +8.7% | 2,233 | -1.5% | 0.24% | +0.8% |
| Q3 2022 | $497,000 | -25.5% | 2,266 | -23.1% | 0.24% | -24.0% |
| Q2 2022 | $667,000 | +1.8% | 2,948 | +20.8% | 0.32% | +22.4% |
| Q1 2022 | $655,000 | -6.7% | 2,441 | -1.6% | 0.26% | -3.4% |
| Q4 2021 | $702,000 | +6.0% | 2,481 | +2.9% | 0.27% | -2.5% |
| Q3 2021 | $662,000 | -12.4% | 2,411 | -14.3% | 0.28% | -13.5% |
| Q2 2021 | $756,000 | +11.8% | 2,814 | -4.3% | 0.32% | -3.3% |
| Q4 2020 | $676,000 | +15.4% | 2,940 | +0.2% | 0.33% | +6.1% |
| Q3 2020 | $586,000 | +16.0% | 2,935 | +3.3% | 0.31% | +3.7% |
| Q2 2020 | $505,000 | +8.6% | 2,840 | -12.1% | 0.30% | -11.5% |
| Q1 2020 | $465,000 | -32.0% | 3,230 | -2.8% | 0.34% | -11.3% |
| Q4 2019 | $684,000 | +6.7% | 3,324 | +0.2% | 0.38% | -1.3% |
| Q3 2019 | $641,000 | +3.7% | 3,319 | +3.9% | 0.39% | +0.5% |
| Q2 2019 | $618,000 | +34.3% | 3,195 | +31.5% | 0.38% | +25.9% |
| Q1 2019 | $460,000 | +79.7% | 2,429 | +57.8% | 0.30% | +61.4% |
| Q4 2018 | $256,000 | -20.0% | 1,539 | -3.2% | 0.19% | -2.6% |
| Q3 2018 | $320,000 | +4.6% | 1,590 | +1.3% | 0.19% | -7.2% |
| Q2 2018 | $306,000 | +13.3% | 1,569 | +9.0% | 0.21% | 0.0% |
| Q1 2018 | $270,000 | +34.3% | 1,440 | +35.8% | 0.21% | +36.6% |
| Q4 2017 | $201,000 | – | 1,060 | – | 0.15% | – |
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% |