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 | $16,986,722 | +4.8% | 76,557 | +23.5% | 1.22% | +5.8% |
| Q2 2023 | $16,209,354 | +13.3% | 61,991 | +8.4% | 1.16% | +12.5% |
| Q1 2023 | $14,300,854 | +10.8% | 57,167 | +7.1% | 1.03% | +6.9% |
| Q4 2022 | $12,909,583 | +29.5% | 53,370 | +17.1% | 0.96% | +16.9% |
| Q3 2022 | $9,972,000 | +38.8% | 45,591 | +43.6% | 0.82% | +41.2% |
| Q2 2022 | $7,185,000 | -20.1% | 31,758 | -5.2% | 0.58% | -1.5% |
| Q1 2022 | $8,988,000 | -1.1% | 33,494 | +4.4% | 0.59% | +3.5% |
| Q4 2021 | $9,085,000 | +19.5% | 32,093 | +11.1% | 0.57% | +11.5% |
| Q3 2021 | $7,601,000 | +3.0% | 28,895 | +5.2% | 0.51% | +4.1% |
| Q2 2021 | $7,380,000 | +12.1% | 27,466 | +7.7% | 0.49% | +5.6% |
| Q1 2021 | $6,581,000 | +10.3% | 25,514 | -1.7% | 0.47% | +14.5% |
| Q4 2020 | $5,964,000 | +22.8% | 25,951 | -1.0% | 0.41% | -1.4% |
| Q3 2020 | $4,856,000 | +69.8% | 26,208 | +59.3% | 0.41% | +52.8% |
| Q2 2020 | $2,859,000 | +17.9% | 16,455 | -2.4% | 0.27% | -21.7% |
| Q1 2020 | $2,425,000 | -43.9% | 16,855 | -19.8% | 0.35% | -24.9% |
| Q4 2019 | $4,326,000 | +15.2% | 21,015 | +8.1% | 0.46% | +7.5% |
| Q3 2019 | $3,756,000 | +10.9% | 19,438 | +11.5% | 0.43% | +9.2% |
| Q2 2019 | $3,386,000 | -4.7% | 17,431 | -7.1% | 0.39% | -11.1% |
| Q1 2019 | $3,553,000 | -17.6% | 18,762 | -27.8% | 0.44% | -25.0% |
| Q4 2018 | $4,313,000 | -51.9% | 25,973 | -41.7% | 0.59% | -41.2% |
| Q3 2018 | $8,961,000 | -10.0% | 44,514 | -12.9% | 1.00% | -17.0% |
| Q2 2018 | $9,957,000 | +7.6% | 51,104 | +3.6% | 1.21% | +0.2% |
| Q1 2018 | $9,255,000 | +6.5% | 49,343 | +7.7% | 1.20% | +1.5% |
| Q4 2017 | $8,693,000 | – | 45,805 | – | 1.19% | – |
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% |