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 | $3,824,057 | -1.9% | 15,266 | +2.4% | 0.28% | -0.7% |
| Q2 2023 | $3,899,036 | +74.4% | 14,911 | +66.9% | 0.28% | +45.6% |
| Q1 2023 | $2,235,303 | +10.9% | 8,935 | +7.2% | 0.20% | +2.6% |
| Q4 2022 | $2,015,560 | -99.9% | 8,333 | -38.3% | 0.19% | -32.1% |
| Q3 2022 | $2,960,998,000 | +16.7% | 13,505 | +20.4% | 0.28% | +17.6% |
| Q2 2022 | $2,537,800,000 | -19.3% | 11,218 | -4.3% | 0.24% | -2.9% |
| Q1 2022 | $3,145,639,000 | -12.4% | 11,723 | -7.6% | 0.24% | -10.6% |
| Q4 2021 | $3,590,744,000 | +11.0% | 12,685 | +3.2% | 0.27% | -1.1% |
| Q3 2021 | $3,233,635,000 | +16.3% | 12,292 | +18.8% | 0.28% | +0.7% |
| Q2 2021 | $2,780,632,000 | +100.7% | 10,347 | +94.3% | 0.28% | +50.3% |
| Q1 2021 | $1,385,639,000 | +42.3% | 5,324 | +25.7% | 0.18% | +33.6% |
| Q4 2020 | $973,473,000 | – | 4,236 | – | 0.14% | – |
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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% |