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 | $5,975,673 | +7.8% | 23,965 | +13.0% | 2.99% | +15.1% |
| Q2 2023 | $5,545,729 | -9.2% | 21,209 | -13.1% | 2.60% | -10.7% |
| Q1 2023 | $6,105,655 | -13.3% | 24,407 | -16.2% | 2.91% | -15.7% |
| Q4 2022 | $7,042,627 | +27.4% | 29,115 | +15.5% | 3.45% | +22.5% |
| Q3 2022 | $5,527,000 | +1.5% | 25,209 | +4.7% | 2.82% | +3.5% |
| Q2 2022 | $5,446,000 | +135.9% | 24,074 | +179.8% | 2.72% | +155.0% |
| Q1 2022 | $2,309,000 | -42.4% | 8,603 | -39.3% | 1.07% | -34.5% |
| Q4 2021 | $4,012,000 | +154.7% | 14,172 | +136.7% | 1.63% | +138.1% |
| Q3 2021 | $1,575,000 | -84.6% | 5,988 | -84.3% | 0.68% | -85.4% |
| Q2 2021 | $10,240,000 | -32.9% | 38,107 | -35.0% | 4.69% | -45.0% |
| Q1 2021 | $15,265,000 | +39.3% | 58,650 | +23.0% | 8.53% | +20.7% |
| Q4 2020 | $10,960,000 | +31.7% | 47,689 | +6.2% | 7.06% | +20.9% |
| Q3 2020 | $8,324,000 | +175.2% | 44,922 | +164.0% | 5.84% | +165.6% |
| Q2 2020 | $3,025,000 | +312.1% | 17,013 | +233.4% | 2.20% | +262.4% |
| Q1 2020 | $734,000 | -37.2% | 5,103 | -10.1% | 0.61% | -27.6% |
| Q4 2019 | $1,169,000 | -4.0% | 5,678 | -7.0% | 0.84% | -6.9% |
| Q3 2019 | $1,218,000 | +2.3% | 6,107 | -0.4% | 0.90% | -5.7% |
| Q2 2019 | $1,191,000 | – | 6,131 | – | 0.95% | – |
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% |