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 | $21,898,312 | -2.7% | 87,822 | +2.1% | 5.10% | -0.7% |
| Q2 2023 | $22,500,629 | +10.2% | 86,051 | +5.4% | 5.14% | +3.5% |
| Q1 2023 | $20,426,080 | +6.6% | 81,652 | +3.0% | 4.96% | +1.7% |
| Q4 2022 | $19,168,257 | +6.8% | 79,243 | -3.2% | 4.88% | +6.6% |
| Q3 2022 | $17,941,000 | -0.8% | 81,830 | +2.4% | 4.57% | +4.7% |
| Q2 2022 | $18,078,000 | -13.0% | 79,911 | +3.2% | 4.37% | -4.9% |
| Q1 2022 | $20,776,000 | -10.8% | 77,422 | -5.9% | 4.59% | -17.3% |
| Q4 2021 | $23,284,000 | +11.6% | 82,255 | +3.7% | 5.55% | +12.9% |
| Q3 2021 | $20,859,000 | +3.4% | 79,291 | +5.7% | 4.92% | +0.2% |
| Q2 2021 | $20,167,000 | +9.3% | 75,046 | +5.8% | 4.91% | +4.4% |
| Q1 2021 | $18,459,000 | +14.6% | 70,920 | +1.2% | 4.70% | +3.2% |
| Q4 2020 | $16,104,000 | +37.9% | 70,068 | +11.2% | 4.56% | +19.0% |
| Q3 2020 | $11,675,000 | -42.9% | 63,003 | -45.2% | 3.83% | -46.9% |
| Q2 2020 | $20,432,000 | +28.0% | 114,903 | +3.6% | 7.22% | +4.4% |
| Q1 2020 | $15,959,000 | -19.7% | 110,937 | +14.9% | 6.91% | +6.5% |
| Q4 2019 | $19,871,000 | +12.0% | 96,546 | +5.2% | 6.49% | +3.3% |
| Q3 2019 | $17,738,000 | +11.1% | 91,797 | +11.7% | 6.28% | +7.8% |
| Q2 2019 | $15,965,000 | +8.3% | 82,186 | +5.6% | 5.83% | +5.8% |
| Q1 2019 | $14,746,000 | +28.9% | 77,856 | +13.0% | 5.51% | +15.5% |
| Q4 2018 | $11,439,000 | – | 68,885 | – | 4.77% | – |
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% |