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 | $3,179,961 | -10.0% | 12,753 | -5.6% | 2.69% | -9.0% |
| Q2 2023 | $3,532,072 | -10.3% | 13,508 | -14.2% | 2.95% | -13.1% |
| Q1 2023 | $3,937,018 | -2.5% | 15,738 | -5.7% | 3.39% | -7.6% |
| Q4 2022 | $4,037,870 | +2.0% | 16,693 | -7.5% | 3.67% | -2.9% |
| Q3 2022 | $3,957,000 | -4.3% | 18,047 | -1.2% | 3.78% | +6.3% |
| Q2 2022 | $4,134,000 | -27.0% | 18,272 | -13.4% | 3.56% | -4.0% |
| Q1 2022 | $5,663,000 | -5.2% | 21,102 | 0.0% | 3.71% | +4.5% |
| Q4 2021 | $5,974,000 | +7.1% | 21,102 | -0.5% | 3.55% | -2.6% |
| Q3 2021 | $5,579,000 | -2.5% | 21,207 | -0.4% | 3.65% | -4.7% |
| Q2 2021 | $5,723,000 | +16.0% | 21,297 | +12.3% | 3.83% | +14.3% |
| Q1 2021 | $4,935,000 | +26.2% | 18,962 | +11.5% | 3.35% | +23.2% |
| Q4 2020 | $3,909,000 | +22.7% | 17,007 | -1.1% | 2.72% | +8.0% |
| Q3 2020 | $3,186,000 | -0.1% | 17,193 | -4.2% | 2.52% | -14.3% |
| Q2 2020 | $3,190,000 | +29.4% | 17,938 | +4.6% | 2.94% | -13.0% |
| Q1 2020 | $2,466,000 | -36.1% | 17,143 | -8.5% | 3.37% | -3.7% |
| Q4 2019 | $3,858,000 | – | 18,743 | – | 3.50% | – |
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% |