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 | $1,024,829 | -11.2% | 4,110 | -6.8% | 0.09% | -3.1% |
| Q2 2023 | $1,153,650 | +4.5% | 4,412 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $1,103,706 | -6.1% | 4,412 | -2.0% | 0.10% | -4.9% |
| Q4 2022 | $1,175,544 | +17.2% | 4,504 | -1.6% | 0.10% | -1.0% |
| Q3 2022 | $1,003,000 | -3.1% | 4,576 | 0.0% | 0.10% | +2.0% |
| Q2 2022 | $1,035,000 | -15.6% | 4,576 | 0.0% | 0.10% | -4.7% |
| Q1 2022 | $1,227,000 | -4.9% | 4,576 | +0.4% | 0.11% | -2.8% |
| Q4 2021 | $1,290,000 | +6.8% | 4,559 | -0.8% | 0.11% | 0.0% |
| Q3 2021 | $1,208,000 | -1.9% | 4,595 | +0.2% | 0.11% | -4.4% |
| Q2 2021 | $1,231,000 | +0.5% | 4,584 | -2.7% | 0.11% | -5.8% |
| Q1 2021 | $1,225,000 | +84.8% | 4,709 | +63.1% | 0.12% | +21.0% |
| Q4 2020 | $663,000 | -31.5% | 2,887 | -44.8% | 0.10% | -13.8% |
| Q3 2020 | $968,000 | -99.9% | 5,226 | +6.3% | 0.12% | +4.5% |
| Q2 2020 | $874,340,000 | +129240.2% | 4,917 | +4.6% | 0.11% | +7.8% |
| Q1 2020 | $676,000 | -30.3% | 4,702 | -0.3% | 0.10% | -17.6% |
| Q4 2019 | $970,000 | +9.1% | 4,717 | 0.0% | 0.12% | +1.6% |
| Q3 2019 | $889,000 | -2.7% | 4,717 | +0.2% | 0.12% | -3.9% |
| Q2 2019 | $914,000 | -1.9% | 4,707 | -4.4% | 0.13% | -6.6% |
| Q1 2019 | $932,000 | – | 4,925 | – | 0.14% | – |
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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% |