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 | $8,747,693 | +16.5% | 35,459 | +23.8% | 2.25% | +20.7% |
| Q2 2023 | $7,511,289 | +5.3% | 28,644 | +0.4% | 1.86% | -0.4% |
| Q1 2023 | $7,132,808 | -2.7% | 28,526 | +0.0% | 1.87% | -5.4% |
| Q4 2022 | $7,330,969 | +9.5% | 28,514 | -0.6% | 1.98% | -3.9% |
| Q3 2022 | $6,695,000 | -4.5% | 28,677 | +2.7% | 2.06% | +1.4% |
| Q2 2022 | $7,007,000 | -1.8% | 27,932 | +1.9% | 2.03% | +7.2% |
| Q1 2022 | $7,134,000 | +24.1% | 27,408 | +32.6% | 1.89% | +25.6% |
| Q4 2021 | $5,750,000 | +10.2% | 20,667 | +8.5% | 1.51% | +5.1% |
| Q3 2021 | $5,219,000 | +8.8% | 19,043 | +4.9% | 1.44% | +4.4% |
| Q2 2021 | $4,797,000 | +1.4% | 18,146 | +1.9% | 1.37% | -10.8% |
| Q1 2021 | $4,732,000 | +8.7% | 17,800 | +2.0% | 1.54% | +4.0% |
| Q4 2020 | $4,352,000 | +36.0% | 17,456 | +5.4% | 1.48% | +15.3% |
| Q3 2020 | $3,200,000 | +8.6% | 16,563 | +9.3% | 1.28% | +8.2% |
| Q2 2020 | $2,947,000 | +121.7% | 15,159 | +71.9% | 1.19% | +78.9% |
| Q1 2020 | $1,329,000 | -55.3% | 8,820 | -38.7% | 0.66% | -49.8% |
| Q4 2019 | $2,970,000 | +8.8% | 14,389 | +5.9% | 1.32% | -0.9% |
| Q3 2019 | $2,731,000 | – | 13,584 | – | 1.33% | – |
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% |