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 | $1,287,682 | -2.6% | 5,354 | +8.4% | 0.26% | -1.1% |
| Q2 2023 | $1,322,037 | +36.7% | 4,938 | +27.7% | 0.27% | +24.7% |
| Q1 2023 | $967,235 | -4.6% | 3,866 | +1.5% | 0.22% | -3.6% |
| Q4 2022 | $1,014,067 | +35.9% | 3,809 | +12.0% | 0.22% | +13.8% |
| Q3 2022 | $746,000 | +11.8% | 3,401 | +15.4% | 0.20% | +17.4% |
| Q2 2022 | $667,000 | -15.2% | 2,948 | +0.5% | 0.17% | -1.8% |
| Q1 2022 | $787,000 | +3.1% | 2,933 | +0.9% | 0.17% | +1.8% |
| Q4 2021 | $763,000 | +1.2% | 2,907 | +1.4% | 0.17% | -6.2% |
| Q3 2021 | $754,000 | -11.7% | 2,866 | -9.9% | 0.18% | -19.1% |
| Q2 2021 | $854,000 | +19.8% | 3,180 | +16.1% | 0.22% | +8.9% |
| Q1 2021 | $713,000 | -4.7% | 2,738 | -10.5% | 0.20% | -9.8% |
| Q4 2020 | $748,000 | +31.7% | 3,059 | -0.2% | 0.22% | +14.9% |
| Q3 2020 | $568,000 | -2.2% | 3,066 | -6.2% | 0.20% | -14.1% |
| Q2 2020 | $581,000 | +4.5% | 3,269 | -20.4% | 0.23% | -34.2% |
| Q1 2020 | $556,000 | -94.6% | 4,108 | -91.9% | 0.34% | -91.4% |
| Q4 2019 | $10,358,000 | +5.3% | 50,447 | -0.9% | 4.03% | -7.9% |
| Q3 2019 | $9,835,000 | -5.9% | 50,897 | -5.4% | 4.37% | -11.0% |
| Q2 2019 | $10,455,000 | +9.3% | 53,818 | +6.6% | 4.91% | -5.0% |
| Q1 2019 | $9,566,000 | +32.8% | 50,508 | +16.4% | 5.17% | +10.3% |
| Q4 2018 | $7,205,000 | -50.7% | 43,391 | -40.3% | 4.69% | -50.8% |
| Q3 2018 | $14,620,000 | +11.0% | 72,633 | +7.4% | 9.53% | -1.4% |
| Q2 2018 | $13,175,000 | +11.8% | 67,638 | +7.7% | 9.66% | +4.6% |
| Q1 2018 | $11,780,000 | +8.7% | 62,808 | +10.0% | 9.24% | +8.2% |
| Q4 2017 | $10,841,000 | – | 57,124 | – | 8.54% | – |
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% |