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 | $2,040,351 | -5.6% | 8,183 | -1.0% | 0.40% | -2.5% |
| Q2 2023 | $2,161,571 | -6.1% | 8,267 | -10.2% | 0.41% | -12.5% |
| Q1 2023 | $2,303,081 | +1.4% | 9,206 | -2.0% | 0.46% | -5.5% |
| Q4 2022 | $2,271,442 | +13.3% | 9,390 | +2.7% | 0.49% | -3.9% |
| Q3 2022 | $2,004,000 | -9.9% | 9,139 | -7.0% | 0.51% | -10.2% |
| Q2 2022 | $2,224,000 | -18.2% | 9,832 | -3.0% | 0.57% | -9.7% |
| Q1 2022 | $2,720,000 | -3.1% | 10,137 | +2.2% | 0.63% | -2.0% |
| Q4 2021 | $2,807,000 | +17.2% | 9,917 | +8.9% | 0.64% | +0.6% |
| Q3 2021 | $2,396,000 | +10.1% | 9,108 | +12.4% | 0.64% | +9.2% |
| Q2 2021 | $2,177,000 | +27.2% | 8,101 | +23.2% | 0.59% | +14.0% |
| Q1 2021 | $1,711,000 | +23.7% | 6,573 | +9.2% | 0.51% | +14.0% |
| Q4 2020 | $1,383,000 | +10.0% | 6,019 | -9.3% | 0.45% | -5.1% |
| Q3 2020 | $1,257,000 | +3.6% | 6,637 | -2.7% | 0.48% | -3.5% |
| Q2 2020 | $1,213,000 | +10.7% | 6,822 | +0.2% | 0.49% | +2.1% |
| Q1 2020 | $1,096,000 | -24.6% | 6,807 | -3.7% | 0.48% | -9.6% |
| Q4 2019 | $1,454,000 | +82.0% | 7,066 | +70.9% | 0.53% | -14.4% |
| Q3 2019 | $799,000 | -15.2% | 4,135 | -14.7% | 0.62% | -17.9% |
| Q2 2019 | $942,000 | +30.3% | 4,849 | +27.0% | 0.76% | +23.6% |
| Q1 2019 | $723,000 | +30.5% | 3,817 | +14.3% | 0.61% | +14.8% |
| Q4 2018 | $554,000 | – | 3,339 | – | 0.54% | – |
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% |