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 | $18,263,403 | -2.5% | 73,244 | +2.2% | 2.15% | +0.9% |
| Q2 2023 | $18,740,284 | +7.1% | 71,670 | +2.4% | 2.13% | -17.6% |
| Q1 2023 | $17,505,115 | +18.9% | 69,976 | +15.0% | 2.58% | +10.9% |
| Q4 2022 | $14,720,080 | +16.2% | 60,854 | +5.3% | 2.33% | -20.8% |
| Q3 2022 | $12,671,000 | -6.0% | 57,789 | -3.0% | 2.94% | -16.3% |
| Q2 2022 | $13,479,000 | -24.7% | 59,581 | -10.7% | 3.52% | -8.9% |
| Q1 2022 | $17,903,000 | -5.7% | 66,717 | -0.5% | 3.86% | -5.3% |
| Q4 2021 | $18,990,000 | +7.0% | 67,085 | -0.5% | 4.08% | +15.0% |
| Q3 2021 | $17,744,000 | +8.2% | 67,449 | +10.5% | 3.54% | -6.4% |
| Q2 2021 | $16,403,000 | +7.4% | 61,037 | +4.0% | 3.79% | -7.6% |
| Q1 2021 | $15,272,000 | +53.6% | 58,674 | +35.6% | 4.10% | +28.1% |
| Q4 2020 | $9,941,000 | +21.8% | 43,255 | -1.8% | 3.20% | -0.7% |
| Q3 2020 | $8,164,000 | +3.4% | 44,055 | -0.8% | 3.22% | -12.4% |
| Q2 2020 | $7,894,000 | +10.2% | 44,396 | -10.9% | 3.68% | -7.5% |
| Q1 2020 | $7,166,000 | -33.9% | 49,813 | -5.4% | 3.97% | -23.4% |
| Q4 2019 | $10,841,000 | – | 52,670 | – | 5.18% | – |
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% |