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 | $22,317,898 | -5.0% | 89,504 | -0.4% | 8.90% | -0.9% |
| Q2 2023 | $23,490,920 | +15.4% | 89,838 | +6.7% | 8.98% | +3.8% |
| Q4 2022 | $20,359,567 | +9.2% | 84,169 | -1.0% | 8.65% | +3.8% |
| Q3 2022 | $18,643,000 | -4.8% | 85,025 | -1.7% | 8.33% | -9.3% |
| Q2 2022 | $19,573,000 | -13.8% | 86,519 | +2.2% | 9.18% | -0.3% |
| Q1 2022 | $22,711,000 | -3.3% | 84,636 | +2.0% | 9.22% | +0.6% |
| Q4 2021 | $23,486,000 | +11.2% | 82,966 | +3.4% | 9.16% | +5.3% |
| Q3 2021 | $21,115,000 | -1.8% | 80,264 | +0.3% | 8.70% | +1.5% |
| Q2 2021 | $21,510,000 | +0.6% | 80,043 | -2.6% | 8.57% | -4.5% |
| Q1 2021 | $21,388,000 | +10.7% | 82,173 | -2.3% | 8.97% | +5.4% |
| Q4 2020 | $19,324,000 | +26.1% | 84,080 | +1.7% | 8.51% | -6.2% |
| Q3 2020 | $15,322,000 | +4.6% | 82,683 | +0.3% | 9.07% | -5.9% |
| Q2 2020 | $14,653,000 | +33.1% | 82,401 | +7.7% | 9.64% | -3.4% |
| Q1 2020 | $11,008,000 | -19.3% | 76,522 | +15.5% | 9.98% | -12.0% |
| Q4 2019 | $13,636,000 | +8.4% | 66,250 | +1.8% | 11.35% | -3.6% |
| Q3 2019 | $12,576,000 | +2.2% | 65,085 | +2.7% | 11.77% | +2.9% |
| Q2 2019 | $12,306,000 | +7.5% | 63,351 | +4.8% | 11.44% | +5.1% |
| Q1 2019 | $11,448,000 | +23.2% | 60,444 | +8.0% | 10.89% | +19.2% |
| Q4 2018 | $9,292,000 | – | 55,955 | – | 9.13% | – |
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% |