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 | $5,792,585 | -3.3% | 23,231 | +1.4% | 2.06% | -3.1% |
| Q2 2023 | $5,987,547 | +19.8% | 22,899 | +14.6% | 2.12% | +7.9% |
| Q1 2023 | $4,999,124 | +20.5% | 19,984 | +16.5% | 1.97% | +8.7% |
| Q4 2022 | $4,147,709 | +38.9% | 17,147 | +25.9% | 1.81% | +19.8% |
| Q3 2022 | $2,987,000 | -8.9% | 13,624 | -6.0% | 1.51% | -8.9% |
| Q2 2022 | $3,280,000 | +2.4% | 14,497 | +21.5% | 1.66% | +17.2% |
| Q1 2022 | $3,202,000 | +10.9% | 11,931 | +17.0% | 1.42% | +15.7% |
| Q4 2021 | $2,886,000 | +31.8% | 10,196 | +22.5% | 1.22% | +21.8% |
| Q3 2021 | $2,189,000 | +52.6% | 8,320 | +56.0% | 1.00% | +47.0% |
| Q2 2021 | $1,434,000 | +97.2% | 5,335 | +91.1% | 0.68% | +71.6% |
| Q1 2021 | $727,000 | +45.1% | 2,792 | +28.0% | 0.40% | +28.4% |
| Q4 2020 | $501,000 | +38.8% | 2,182 | +12.6% | 0.31% | +21.6% |
| Q3 2020 | $361,000 | +34.2% | 1,937 | +28.2% | 0.26% | +20.3% |
| Q2 2020 | $269,000 | +32.5% | 1,511 | +7.3% | 0.21% | +5.5% |
| Q1 2020 | $203,000 | – | 1,408 | – | 0.20% | – |
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% |