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 | $27,503,562 | -3.3% | 110,301 | +1.4% | 8.77% | -1.9% |
| Q2 2023 | $28,452,422 | +4.4% | 108,813 | -0.1% | 8.94% | +1.2% |
| Q1 2023 | $27,254,933 | +103467.9% | 108,950 | +0.1% | 8.83% | -1.3% |
| Q4 2022 | $26,316 | -99.9% | 108,795 | +0.4% | 8.94% | +1.3% |
| Q3 2022 | $23,764,000 | -2.5% | 108,379 | +0.6% | 8.83% | +4.7% |
| Q2 2022 | $24,380,000 | -14.7% | 107,769 | +1.2% | 8.43% | -4.0% |
| Q1 2022 | $28,586,000 | -4.9% | 106,527 | +0.3% | 8.79% | +1.5% |
| Q4 2021 | $30,068,000 | +7.5% | 106,220 | -0.1% | 8.66% | +1.5% |
| Q3 2021 | $27,964,000 | -4.4% | 106,300 | -2.3% | 8.52% | -2.0% |
| Q2 2021 | $29,245,000 | +3.5% | 108,825 | +0.3% | 8.70% | -2.4% |
| Q1 2021 | $28,243,000 | +13.8% | 108,510 | +0.5% | 8.92% | -2.2% |
| Q4 2020 | $24,816,000 | +24.2% | 107,975 | +0.1% | 9.11% | +7.8% |
| Q3 2020 | $19,983,000 | +4.3% | 107,835 | +0.1% | 8.45% | -2.7% |
| Q2 2020 | $19,156,000 | +77.0% | 107,725 | +44.8% | 8.68% | +50.9% |
| Q1 2020 | $10,820,000 | -30.3% | 74,420 | -1.4% | 5.76% | -19.7% |
| Q4 2019 | $15,527,000 | – | 75,441 | – | 7.17% | – |
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% |