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 | $7,165 | -6.2% | 28,734 | -1.7% | 1.46% | -0.9% |
Q2 2023 | $7,642 | +39.4% | 29,226 | +33.4% | 1.47% | +33.2% |
Q1 2023 | $5,481 | +81.4% | 21,911 | +75.4% | 1.11% | +43.8% |
Q4 2022 | $3,022 | -99.7% | 12,494 | +194.6% | 0.77% | +177.0% |
Q3 2022 | $930,000 | +111.4% | 4,241 | +118.2% | 0.28% | +122.4% |
Q2 2022 | $440,000 | -1.1% | 1,944 | +17.3% | 0.12% | +7.8% |
Q1 2022 | $445,000 | -2.8% | 1,657 | +2.4% | 0.12% | -16.5% |
Q4 2021 | $458,000 | +7.5% | 1,618 | 0.0% | 0.14% | -2.8% |
Q3 2021 | $426,000 | -0.9% | 1,618 | +1.2% | 0.14% | -4.0% |
Q2 2021 | $430,000 | +3.6% | 1,599 | +0.3% | 0.15% | -6.3% |
Q1 2021 | $415,000 | +13.4% | 1,594 | 0.0% | 0.16% | +6.0% |
Q4 2020 | $366,000 | +24.1% | 1,594 | 0.0% | 0.15% | +11.1% |
Q3 2020 | $295,000 | -16.9% | 1,594 | -20.3% | 0.14% | -27.0% |
Q2 2020 | $355,000 | – | 1,999 | – | 0.18% | – |
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% |