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 | $12,320,430 | -8.4% | 49,410 | -3.9% | 1.94% | -7.7% |
| Q2 2023 | $13,448,342 | -44.1% | 51,432 | -46.5% | 2.10% | -46.3% |
| Q1 2023 | $24,048,885 | +2.5% | 96,134 | -0.9% | 3.92% | -1.5% |
| Q4 2022 | $23,455,020 | +9.4% | 96,966 | -0.8% | 3.98% | +7.4% |
| Q3 2022 | $21,437,000 | -4.9% | 97,771 | -1.8% | 3.70% | -38.1% |
| Q2 2022 | $22,533,000 | -18.4% | 99,600 | -3.2% | 5.98% | +56.0% |
| Q1 2022 | $27,618,000 | -6.6% | 102,922 | -1.5% | 3.84% | +1.9% |
| Q4 2021 | $29,580,000 | +7.6% | 104,493 | -0.0% | 3.76% | +2.5% |
| Q3 2021 | $27,500,000 | -4.4% | 104,535 | -2.4% | 3.67% | -7.3% |
| Q2 2021 | $28,779,000 | +4.5% | 107,091 | +1.2% | 3.96% | -3.2% |
| Q1 2021 | $27,531,000 | +6.9% | 105,776 | -5.6% | 4.09% | +11.3% |
| Q4 2020 | $25,750,000 | +24.2% | 112,040 | +0.2% | 3.68% | +9.1% |
| Q3 2020 | $20,725,000 | -3.1% | 111,841 | -3.4% | 3.37% | -1.6% |
| Q2 2020 | $21,377,000 | +15.9% | 115,783 | +1.1% | 3.42% | +3.5% |
| Q1 2020 | $18,446,000 | +2.1% | 114,546 | +21.6% | 3.31% | +4.3% |
| Q4 2019 | $18,073,000 | +3.1% | 94,212 | +3.9% | 3.17% | -4.3% |
| Q3 2019 | $17,522,000 | +1.5% | 90,680 | +2.0% | 3.31% | -1.7% |
| Q2 2019 | $17,265,000 | +2.8% | 88,880 | +0.2% | 3.37% | -1.6% |
| Q1 2019 | $16,798,000 | +65.5% | 88,692 | +45.1% | 3.42% | +53.9% |
| Q4 2018 | $10,152,000 | – | 61,135 | – | 2.22% | – |
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% |