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 | $3,460,677 | +1.3% | 13,815 | +5.7% | 1.09% | -0.1% |
| Q2 2023 | $3,416,375 | +3.8% | 13,066 | -0.7% | 1.09% | -13.8% |
| Q1 2023 | $3,291,822 | +0.6% | 13,159 | -2.8% | 1.27% | -6.8% |
| Q4 2022 | $3,273,573 | +5.9% | 13,533 | -4.0% | 1.36% | -3.0% |
| Q3 2022 | $3,092,000 | -24.4% | 14,104 | -22.0% | 1.40% | -18.2% |
| Q2 2022 | $4,090,000 | +6.3% | 18,081 | +26.1% | 1.71% | +11.7% |
| Q1 2022 | $3,849,000 | -5.9% | 14,343 | -0.8% | 1.53% | -8.1% |
| Q4 2021 | $4,092,000 | +8.1% | 14,455 | +0.4% | 1.67% | -1.4% |
| Q3 2021 | $3,786,000 | -2.8% | 14,391 | -0.7% | 1.69% | -6.1% |
| Q2 2021 | $3,895,000 | +1.4% | 14,496 | -1.8% | 1.80% | -9.4% |
| Q1 2021 | $3,842,000 | +1.9% | 14,761 | -10.0% | 1.99% | -5.4% |
| Q4 2020 | $3,771,000 | +22.8% | 16,408 | -0.9% | 2.10% | +1.7% |
| Q3 2020 | $3,070,000 | -6.9% | 16,565 | -10.6% | 2.07% | -15.7% |
| Q2 2020 | $3,296,000 | +22.1% | 18,536 | -1.3% | 2.45% | +0.3% |
| Q1 2020 | $2,700,000 | -23.2% | 18,771 | +9.9% | 2.45% | -13.7% |
| Q4 2019 | $3,515,000 | – | 17,079 | – | 2.83% | – |
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% |