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 | $5,981,319 | +1.2% | 23,988 | +6.1% | 2.01% | +5.4% |
| Q2 2023 | $5,909,878 | +16.9% | 22,602 | +11.9% | 1.91% | +10.9% |
| Q1 2023 | $5,054,057 | +18.0% | 20,203 | +14.1% | 1.72% | +12.3% |
| Q4 2022 | $4,283,350 | +17.8% | 17,708 | +6.7% | 1.53% | +11.3% |
| Q3 2022 | $3,637,000 | -1.6% | 16,589 | +1.6% | 1.38% | +11.3% |
| Q2 2022 | $3,695,000 | -16.2% | 16,332 | -0.6% | 1.24% | +4.9% |
| Q1 2022 | $4,411,000 | -3.2% | 16,437 | +2.1% | 1.18% | +30.1% |
| Q4 2021 | $4,556,000 | +58.1% | 16,096 | +47.9% | 0.90% | +68.5% |
| Q3 2021 | $2,882,000 | +6.5% | 10,880 | +8.1% | 0.54% | +23.4% |
| Q2 2021 | $2,706,000 | +22.6% | 10,068 | +18.7% | 0.44% | +32.2% |
| Q1 2021 | $2,208,000 | +24.3% | 8,484 | +9.8% | 0.33% | -39.5% |
| Q4 2020 | $1,776,000 | +89.7% | 7,727 | +53.0% | 0.54% | +47.4% |
| Q3 2020 | $936,000 | -7.7% | 5,050 | -11.4% | 0.37% | -30.6% |
| Q2 2020 | $1,014,000 | +23.7% | 5,700 | 0.0% | 0.53% | +20.9% |
| Q1 2020 | $820,000 | -25.3% | 5,700 | +7.0% | 0.44% | -12.4% |
| Q4 2019 | $1,097,000 | – | 5,329 | – | 0.50% | – |
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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% |