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 | $465,654 | +26.1% | 1,867 | +32.2% | 0.14% | +22.5% |
| Q2 2023 | $369,154 | -2.3% | 1,412 | -6.6% | 0.11% | -11.2% |
| Q1 2023 | $377,987 | -29.3% | 1,511 | -31.6% | 0.12% | -34.6% |
| Q4 2022 | $534,581 | +1.4% | 2,210 | -8.0% | 0.19% | -6.4% |
| Q3 2022 | $527,000 | -10.8% | 2,403 | -8.0% | 0.20% | -7.7% |
| Q2 2022 | $591,000 | -24.0% | 2,612 | -10.0% | 0.22% | -13.0% |
| Q1 2022 | $778,000 | -9.0% | 2,901 | -4.0% | 0.25% | -8.6% |
| Q4 2021 | $855,000 | -4.3% | 3,021 | -11.0% | 0.28% | +5.3% |
| Q3 2021 | $893,000 | -6.9% | 3,394 | -4.9% | 0.26% | -7.0% |
| Q2 2021 | $959,000 | +5.4% | 3,570 | +2.1% | 0.28% | -8.7% |
| Q1 2021 | $910,000 | +25.9% | 3,498 | +11.2% | 0.31% | +20.1% |
| Q4 2020 | $723,000 | +89.3% | 3,146 | +52.5% | 0.26% | +65.0% |
| Q3 2020 | $382,000 | +6.7% | 2,063 | +2.3% | 0.16% | -19.9% |
| Q2 2020 | $358,000 | +8.2% | 2,016 | -12.3% | 0.20% | -14.4% |
| Q1 2020 | $331,000 | -30.0% | 2,299 | 0.0% | 0.23% | -2.1% |
| Q4 2019 | $473,000 | +5.8% | 2,299 | -0.6% | 0.23% | -11.7% |
| Q3 2019 | $447,000 | +4.4% | 2,314 | +5.0% | 0.26% | +0.4% |
| Q2 2019 | $428,000 | +8.6% | 2,204 | +6.1% | 0.26% | +1.1% |
| Q1 2019 | $394,000 | +11.9% | 2,078 | -1.9% | 0.26% | -4.0% |
| Q4 2018 | $352,000 | -11.1% | 2,118 | +7.7% | 0.27% | -2.2% |
| Q3 2018 | $396,000 | -15.2% | 1,967 | -18.0% | 0.28% | -33.0% |
| Q2 2018 | $467,000 | +3.8% | 2,399 | -0.0% | 0.42% | +8.9% |
| Q1 2018 | $450,000 | -2.4% | 2,400 | +2.1% | 0.38% | -11.8% |
| Q4 2017 | $461,000 | – | 2,350 | – | 0.43% | – |
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% |