ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,597,624 | +8.8% | 6,407 | +14.1% | 0.68% | +8.2% |
| Q2 2023 | $1,468,774 | +7.5% | 5,617 | +2.8% | 0.63% | -2.8% |
| Q1 2023 | $1,366,394 | +11.0% | 5,462 | +7.3% | 0.65% | +4.0% |
| Q4 2022 | $1,230,980 | +8.3% | 5,089 | -1.8% | 0.63% | -1.1% |
| Q3 2022 | $1,137,000 | -5.6% | 5,184 | -2.6% | 0.63% | +1.6% |
| Q2 2022 | $1,204,000 | -8.2% | 5,321 | +8.8% | 0.62% | +1.5% |
| Q1 2022 | $1,312,000 | +2.0% | 4,891 | +7.7% | 0.61% | +3.2% |
| Q4 2021 | $1,286,000 | +25.5% | 4,541 | +16.6% | 0.60% | +14.4% |
| Q3 2021 | $1,025,000 | +3.0% | 3,895 | +5.2% | 0.52% | -7.0% |
| Q2 2021 | $995,000 | +9.1% | 3,704 | +5.7% | 0.56% | -1.4% |
| Q1 2021 | $912,000 | +14.6% | 3,504 | +1.2% | 0.57% | +0.9% |
| Q4 2020 | $796,000 | +51.3% | 3,462 | +22.0% | 0.56% | +25.7% |
| Q3 2020 | $526,000 | -7.4% | 2,837 | -11.2% | 0.45% | -16.4% |
| Q2 2020 | $568,000 | +9.2% | 3,195 | -11.6% | 0.54% | -10.5% |
| Q1 2020 | $520,000 | -28.3% | 3,613 | +2.5% | 0.60% | -8.7% |
| Q4 2019 | $725,000 | +6.1% | 3,525 | -0.3% | 0.66% | -9.5% |
| Q3 2019 | $683,000 | -1.2% | 3,534 | -0.6% | 0.72% | -2.8% |
| Q2 2019 | $691,000 | – | 3,557 | – | 0.74% | – |
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% |