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 | $1,987,818 | +14.4% | 7,972 | +20.0% | 0.40% | +22.5% |
| Q2 2023 | $1,737,796 | +15.4% | 6,646 | +10.4% | 0.32% | +5.5% |
| Q1 2023 | $1,505,713 | +14.5% | 6,019 | +10.7% | 0.31% | +8.8% |
| Q4 2022 | $1,315,398 | +46.3% | 5,438 | +32.7% | 0.28% | +31.6% |
| Q3 2022 | $899,000 | +14.8% | 4,098 | +18.4% | 0.22% | +10.3% |
| Q2 2022 | $783,000 | -27.4% | 3,462 | -13.8% | 0.20% | -19.8% |
| Q1 2022 | $1,078,000 | +4.5% | 4,017 | +10.2% | 0.24% | +2.5% |
| Q4 2021 | $1,032,000 | +8.2% | 3,644 | +0.5% | 0.24% | +1.3% |
| Q3 2021 | $954,000 | +9.8% | 3,627 | +12.2% | 0.23% | +6.4% |
| Q2 2021 | $869,000 | -49.6% | 3,233 | -51.2% | 0.22% | -53.5% |
| Q1 2021 | $1,725,000 | +23.6% | 6,629 | +9.1% | 0.47% | +19.7% |
| Q4 2020 | $1,396,000 | +17.1% | 6,076 | -5.6% | 0.40% | +8.5% |
| Q3 2020 | $1,192,000 | -40.6% | 6,434 | -34.0% | 0.36% | -42.6% |
| Q4 2019 | $2,006,000 | +11.1% | 9,745 | +4.3% | 0.63% | +5.7% |
| Q3 2019 | $1,806,000 | -4.9% | 9,347 | -4.4% | 0.60% | -10.7% |
| Q2 2019 | $1,899,000 | -1.7% | 9,777 | -4.1% | 0.67% | +2.8% |
| Q1 2019 | $1,931,000 | +74.4% | 10,196 | +53.0% | 0.65% | +52.4% |
| Q4 2018 | $1,107,000 | -40.8% | 6,666 | -28.2% | 0.43% | -36.6% |
| Q3 2018 | $1,869,000 | -24.4% | 9,289 | -25.1% | 0.68% | -27.8% |
| Q2 2018 | $2,471,000 | +22.5% | 12,401 | +15.6% | 0.94% | +17.0% |
| Q1 2018 | $2,017,000 | -4.5% | 10,728 | -3.6% | 0.80% | -7.4% |
| Q4 2017 | $2,111,000 | – | 11,127 | – | 0.87% | – |
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% |