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 | $234,888 | +0.4% | 942 | +5.3% | 0.05% | 0.0% |
| Q2 2023 | $234,025 | +1.0% | 895 | -3.3% | 0.05% | -7.1% |
| Q1 2023 | $231,648 | +3.4% | 926 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $223,990 | +4.2% | 926 | -2.7% | 0.06% | +3.7% |
| Q2 2022 | $215,000 | -10.4% | 952 | +6.4% | 0.05% | +10.2% |
| Q1 2022 | $240,000 | -5.1% | 895 | 0.0% | 0.05% | +28.9% |
| Q4 2021 | $253,000 | +7.7% | 895 | 0.0% | 0.04% | -24.0% |
| Q3 2021 | $235,000 | -2.5% | 895 | 0.0% | 0.05% | +2.0% |
| Q2 2021 | $241,000 | +3.4% | 895 | 0.0% | 0.05% | -5.8% |
| Q1 2021 | $233,000 | +13.1% | 895 | 0.0% | 0.05% | +13.0% |
| Q4 2020 | $206,000 | -23.1% | 895 | -38.1% | 0.05% | -37.0% |
| Q3 2020 | $268,000 | +173.5% | 1,445 | +162.7% | 0.07% | +128.1% |
| Q2 2020 | $98,000 | +19.5% | 550 | -3.5% | 0.03% | -3.0% |
| Q1 2020 | $82,000 | -84.0% | 570 | -77.1% | 0.03% | -74.2% |
| Q4 2019 | $512,000 | +46.7% | 2,486 | +37.7% | 0.13% | -22.9% |
| Q3 2019 | $349,000 | -92.4% | 1,806 | -92.5% | 0.17% | -92.1% |
| Q1 2019 | $4,566,000 | +28.1% | 24,107 | +12.3% | 2.10% | +29.0% |
| Q4 2018 | $3,565,000 | – | 21,470 | – | 1.63% | – |
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% |