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 | $55,744,131 | -2.0% | 223,558 | +2.8% | 4.84% | -0.4% |
| Q2 2023 | $56,882,562 | +9.7% | 217,541 | +5.0% | 4.85% | +3.6% |
| Q1 2023 | $51,850,194 | +9.6% | 207,268 | +6.0% | 4.69% | +4.4% |
| Q4 2022 | $47,309,118 | +34.3% | 195,581 | +21.8% | 4.49% | +23.3% |
| Q3 2022 | $35,220,000 | +15.1% | 160,631 | +18.7% | 3.64% | +23.1% |
| Q2 2022 | $30,606,000 | -13.7% | 135,289 | +2.4% | 2.96% | -0.0% |
| Q1 2022 | $35,446,000 | -7.9% | 132,094 | -11.3% | 2.96% | -12.5% |
| Q4 2021 | $38,500,000 | +2.1% | 148,867 | +3.9% | 3.38% | +2.7% |
| Q3 2021 | $37,691,000 | +14.8% | 143,273 | +17.3% | 3.29% | +10.3% |
| Q2 2021 | $32,823,000 | +15.2% | 122,141 | +14.1% | 2.98% | +5.0% |
| Q1 2021 | $28,487,000 | +17.2% | 107,088 | +6.7% | 2.84% | +7.9% |
| Q4 2020 | $24,298,000 | +23.7% | 100,383 | +3.9% | 2.63% | +7.2% |
| Q3 2020 | $19,636,000 | +18.5% | 96,612 | +13.3% | 2.46% | +3.9% |
| Q2 2020 | $16,571,000 | +44.5% | 85,237 | +24.4% | 2.36% | +15.7% |
| Q1 2020 | $11,466,000 | -31.6% | 68,501 | -14.7% | 2.04% | -41.9% |
| Q4 2019 | $16,768,000 | +20.7% | 80,277 | +14.8% | 3.52% | +6.4% |
| Q3 2019 | $13,893,000 | +9.6% | 69,925 | +4.8% | 3.31% | -8.2% |
| Q2 2019 | $12,675,000 | +30.9% | 66,711 | +30.5% | 3.60% | +16.6% |
| Q1 2019 | $9,682,000 | +104.2% | 51,120 | +79.0% | 3.09% | +34.5% |
| Q4 2018 | $4,742,000 | – | 28,555 | – | 2.30% | – |
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% |