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 | $1,741,555 | -10.4% | 7,158 | -2.1% | 1.43% | +2.1% |
| Q2 2023 | $1,943,231 | +3.5% | 7,309 | 0.0% | 1.40% | +2.6% |
| Q1 2023 | $1,876,792 | +4.6% | 7,309 | +4.3% | 1.37% | -0.4% |
| Q4 2022 | $1,793,507 | +7.8% | 7,009 | -5.1% | 1.37% | -8.0% |
| Q3 2022 | $1,664,000 | +2.0% | 7,388 | +2.1% | 1.49% | +0.3% |
| Q2 2022 | $1,631,000 | -12.3% | 7,234 | +2.5% | 1.49% | +4.9% |
| Q1 2022 | $1,859,000 | +15.0% | 7,057 | +21.0% | 1.42% | +26.1% |
| Q4 2021 | $1,617,000 | +18.8% | 5,830 | +14.9% | 1.13% | +12.6% |
| Q3 2021 | $1,361,000 | +1.0% | 5,076 | +0.4% | 1.00% | +7.0% |
| Q2 2021 | $1,348,000 | -49.8% | 5,058 | -50.3% | 0.94% | -5.6% |
| Q1 2021 | $2,686,000 | +109.8% | 10,176 | +91.9% | 0.99% | +0.3% |
| Q4 2020 | $1,280,000 | +23.4% | 5,303 | -0.8% | 0.99% | +12.3% |
| Q3 2020 | $1,037,000 | +10.8% | 5,347 | +0.5% | 0.88% | -4.4% |
| Q2 2020 | $936,000 | +32.6% | 5,322 | +8.5% | 0.92% | +15.3% |
| Q1 2020 | $706,000 | -25.5% | 4,905 | +6.3% | 0.80% | -1.8% |
| Q4 2019 | $948,000 | +12.7% | 4,616 | +1.9% | 0.81% | +5.9% |
| Q3 2019 | $841,000 | +33.1% | 4,529 | +39.5% | 0.77% | +33.4% |
| Q2 2019 | $632,000 | +10.9% | 3,247 | +12.6% | 0.58% | +9.5% |
| Q1 2019 | $570,000 | +85.7% | 2,883 | +74.0% | 0.52% | +82.3% |
| Q4 2018 | $307,000 | +160.2% | 1,657 | +152.2% | 0.29% | +166.7% |
| Q3 2018 | $118,000 | +2.6% | 657 | +11.2% | 0.11% | -16.9% |
| Q2 2018 | $115,000 | +64.3% | 591 | +58.4% | 0.13% | +113.1% |
| Q1 2018 | $70,000 | – | 373 | – | 0.06% | – |
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% |