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 | $1,565,918 | -5.6% | 6,280 | -1.1% | 0.60% | -5.9% |
| Q2 2023 | $1,659,613 | +1.5% | 6,347 | -2.9% | 0.64% | -16.1% |
| Q1 2023 | $1,635,296 | +3.4% | 6,537 | 0.0% | 0.76% | -3.5% |
| Q4 2022 | $1,581,235 | +9.1% | 6,537 | -1.1% | 0.79% | -13.6% |
| Q3 2022 | $1,450,000 | -4.4% | 6,612 | -1.4% | 0.91% | +2.9% |
| Q2 2022 | $1,517,000 | -18.7% | 6,704 | -3.6% | 0.89% | -8.0% |
| Q1 2022 | $1,867,000 | -6.6% | 6,957 | -1.5% | 0.96% | -4.5% |
| Q4 2021 | $2,000,000 | +6.6% | 7,066 | -0.9% | 1.01% | -4.9% |
| Q3 2021 | $1,876,000 | -2.1% | 7,133 | 0.0% | 1.06% | -6.8% |
| Q2 2021 | $1,917,000 | -0.7% | 7,133 | -3.8% | 1.14% | -9.0% |
| Q1 2021 | $1,930,000 | +13.3% | 7,415 | 0.0% | 1.25% | +4.7% |
| Q4 2020 | $1,704,000 | +13.4% | 7,415 | -8.5% | 1.20% | +4.0% |
| Q3 2020 | $1,502,000 | +0.2% | 8,108 | -3.8% | 1.15% | -6.1% |
| Q2 2020 | $1,499,000 | +23.1% | 8,428 | -0.5% | 1.23% | +3.8% |
| Q1 2020 | $1,218,000 | -34.2% | 8,470 | -5.8% | 1.18% | -20.9% |
| Q4 2019 | $1,850,000 | +5.9% | 8,988 | -0.6% | 1.49% | -5.0% |
| Q3 2019 | $1,747,000 | -5.3% | 9,043 | -4.7% | 1.57% | -8.9% |
| Q2 2019 | $1,844,000 | +2.7% | 9,491 | +0.1% | 1.73% | +0.8% |
| Q1 2019 | $1,796,000 | +14.3% | 9,480 | +0.2% | 1.71% | +1.4% |
| Q4 2018 | $1,571,000 | – | 9,461 | – | 1.69% | – |
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% |