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 | $300,467 | -4.6% | 1,205 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $315,083 | +3.6% | 1,205 | -0.9% | 0.11% | -20.0% |
| Q1 2023 | $304,195 | +6.3% | 1,216 | +2.8% | 0.14% | -3.6% |
| Q4 2022 | $286,156 | +10.5% | 1,183 | 0.0% | 0.14% | +0.7% |
| Q3 2022 | $259,000 | +25.7% | 1,183 | +54.4% | 0.14% | +47.9% |
| Q1 2022 | $206,000 | -7.6% | 766 | -2.9% | 0.09% | -6.0% |
| Q4 2021 | $223,000 | -8.2% | 789 | -14.7% | 0.10% | -13.0% |
| Q3 2021 | $243,000 | -2.4% | 925 | -0.3% | 0.12% | -4.2% |
| Q2 2021 | $249,000 | -0.4% | 928 | 0.0% | 0.12% | -3.2% |
| Q1 2021 | $250,000 | +22.0% | 928 | +4.3% | 0.12% | +4.2% |
| Q4 2020 | $205,000 | -17.0% | 890 | -33.3% | 0.12% | -25.6% |
| Q3 2020 | $247,000 | -48.9% | 1,335 | -50.9% | 0.16% | -52.7% |
| Q2 2020 | $483,000 | +17.8% | 2,718 | -0.2% | 0.34% | +7.6% |
| Q1 2020 | $410,000 | -42.4% | 2,724 | -20.0% | 0.31% | -37.6% |
| Q4 2019 | $712,000 | -5.3% | 3,405 | -12.5% | 0.50% | -11.3% |
| Q3 2019 | $752,000 | -1.4% | 3,891 | -0.4% | 0.57% | -0.4% |
| Q2 2019 | $763,000 | +1.3% | 3,907 | -1.7% | 0.57% | -0.4% |
| Q1 2019 | $753,000 | +22.4% | 3,974 | +15.5% | 0.57% | +12.4% |
| Q4 2018 | $615,000 | -3.8% | 3,442 | -0.9% | 0.51% | -11.3% |
| Q3 2018 | $639,000 | +8.7% | 3,475 | +15.2% | 0.57% | -1.4% |
| Q2 2018 | $588,000 | -9.5% | 3,017 | -13.0% | 0.58% | -10.2% |
| Q1 2018 | $650,000 | +2.0% | 3,468 | +3.2% | 0.65% | +15.7% |
| Q4 2017 | $637,000 | – | 3,359 | – | 0.56% | – |
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% |