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 | $24,366,731 | -3.1% | 97,721 | +1.6% | 10.05% | +4.4% |
| Q2 2023 | $25,150,715 | +6.2% | 96,186 | +1.6% | 9.62% | -6.0% |
| Q1 2023 | $23,689,151 | +66.8% | 94,696 | +61.3% | 10.24% | +52.4% |
| Q4 2022 | $14,197,975 | +9.4% | 58,696 | -0.8% | 6.72% | -0.5% |
| Q3 2022 | $12,973,000 | -5.4% | 59,166 | -2.4% | 6.75% | +8.6% |
| Q2 2022 | $13,720,000 | -17.0% | 60,646 | -1.5% | 6.21% | -4.3% |
| Q1 2022 | $16,522,000 | +0.7% | 61,570 | +6.2% | 6.49% | +13.1% |
| Q4 2021 | $16,404,000 | +27.4% | 57,949 | +18.4% | 5.74% | +12.8% |
| Q3 2021 | $12,876,000 | +15.2% | 48,944 | +17.7% | 5.08% | +15.2% |
| Q2 2021 | $11,180,000 | +26.4% | 41,601 | +22.4% | 4.41% | +18.4% |
| Q1 2021 | $8,846,000 | +197.6% | 33,988 | +162.8% | 3.73% | +192.2% |
| Q4 2020 | $2,972,000 | +318.6% | 12,931 | +237.7% | 1.28% | +282.0% |
| Q3 2020 | $710,000 | +41.7% | 3,829 | +36.0% | 0.33% | +33.1% |
| Q2 2020 | $501,000 | -15.8% | 2,816 | -31.9% | 0.25% | -28.7% |
| Q1 2020 | $595,000 | -31.8% | 4,135 | -2.5% | 0.35% | -10.2% |
| Q4 2019 | $873,000 | +6.5% | 4,242 | 0.0% | 0.39% | -1.8% |
| Q3 2019 | $820,000 | -0.5% | 4,242 | 0.0% | 0.40% | -6.1% |
| Q2 2019 | $824,000 | +3.1% | 4,242 | +0.6% | 0.42% | +29.6% |
| Q1 2019 | $799,000 | – | 4,217 | – | 0.33% | – |
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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% |