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 | $64,413,716 | -9.3% | 258,327 | -4.9% | 7.66% | -1.0% |
| Q2 2023 | $71,031,400 | -0.5% | 271,651 | -4.8% | 7.73% | -0.1% |
| Q1 2023 | $71,390,730 | +0.1% | 285,380 | -3.2% | 7.74% | -2.8% |
| Q4 2022 | $71,315,945 | +2.7% | 294,828 | -6.9% | 7.96% | -5.9% |
| Q3 2022 | $69,461,000 | -3.1% | 316,797 | 0.0% | 8.46% | +2.9% |
| Q2 2022 | $71,669,000 | -20.1% | 316,797 | -5.2% | 8.22% | -1.9% |
| Q1 2022 | $89,684,000 | -6.7% | 334,216 | -1.5% | 8.38% | +0.1% |
| Q4 2021 | $96,083,000 | +6.1% | 339,419 | -1.4% | 8.37% | -4.0% |
| Q3 2021 | $90,574,000 | -7.2% | 344,297 | -5.2% | 8.72% | +4.8% |
| Q2 2021 | $97,583,000 | -1.9% | 363,127 | -5.0% | 8.32% | +0.3% |
| Q1 2021 | $99,440,000 | +3.0% | 382,052 | -9.0% | 8.29% | +8.0% |
| Q4 2020 | $96,506,000 | +11.4% | 419,903 | -10.2% | 7.68% | +13.4% |
| Q3 2020 | $86,619,000 | -11.0% | 467,429 | -14.6% | 6.77% | +1.7% |
| Q2 2020 | $97,341,000 | +55.4% | 547,412 | +25.7% | 6.66% | -13.6% |
| Q1 2020 | $62,656,000 | -32.0% | 435,534 | -2.7% | 7.71% | -24.1% |
| Q4 2019 | $92,083,000 | +19.2% | 447,404 | +11.9% | 10.16% | +0.4% |
| Q3 2019 | $77,251,000 | -2.7% | 399,791 | -2.2% | 10.11% | -2.5% |
| Q2 2019 | $79,370,000 | +1.1% | 408,578 | -1.4% | 10.37% | -6.6% |
| Q1 2019 | $78,471,000 | +27.5% | 414,315 | +11.8% | 11.10% | +16.7% |
| Q4 2018 | $61,536,000 | -17.0% | 370,565 | +0.7% | 9.51% | -4.5% |
| Q3 2018 | $74,097,000 | +3.0% | 368,111 | -0.4% | 9.96% | -4.5% |
| Q2 2018 | $71,967,000 | +4.4% | 369,477 | +0.6% | 10.44% | -1.5% |
| Q1 2018 | $68,906,000 | -1.0% | 367,361 | +0.2% | 10.60% | -0.6% |
| Q4 2017 | $69,585,000 | – | 366,660 | – | 10.66% | – |
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% |