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 | $4,664,840 | +550.2% | 18,708 | +581.8% | 0.68% | +549.0% |
| Q2 2023 | $717,501 | +14.9% | 2,744 | +9.9% | 0.10% | +4.0% |
| Q1 2023 | $624,650 | +3.4% | 2,497 | 0.0% | 0.10% | -5.7% |
| Q4 2022 | $603,999 | +10.4% | 2,497 | 0.0% | 0.11% | -7.8% |
| Q3 2022 | $547,000 | -5.4% | 2,497 | -2.2% | 0.12% | -10.2% |
| Q2 2022 | $578,000 | -13.7% | 2,553 | +2.2% | 0.13% | -4.5% |
| Q1 2022 | $670,000 | -5.2% | 2,497 | 0.0% | 0.13% | -5.0% |
| Q4 2021 | $707,000 | +7.6% | 2,497 | 0.0% | 0.14% | +1.4% |
| Q3 2021 | $657,000 | -2.1% | 2,497 | 0.0% | 0.14% | -10.3% |
| Q2 2021 | $671,000 | +13.3% | 2,497 | +9.9% | 0.16% | -0.6% |
| Q1 2021 | $592,000 | +13.0% | 2,273 | -0.4% | 0.16% | +2.6% |
| Q4 2020 | $524,000 | +23.9% | 2,281 | 0.0% | 0.15% | -3.8% |
| Q3 2020 | $423,000 | +3.4% | 2,281 | -0.9% | 0.16% | -11.2% |
| Q2 2020 | $409,000 | +2.2% | 2,302 | -17.2% | 0.18% | -26.1% |
| Q1 2020 | $400,000 | -29.6% | 2,779 | +0.7% | 0.24% | -18.6% |
| Q4 2019 | $568,000 | – | 2,761 | – | 0.30% | – |
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% |