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 | $16,206,494 | +3.1% | 64,995 | +8.1% | 0.20% | +17.4% |
| Q2 2023 | $15,723,374 | -0.1% | 60,132 | -4.5% | 0.17% | -13.9% |
| Q1 2023 | $15,744,760 | +78.0% | 62,939 | +72.1% | 0.19% | -37.4% |
| Q4 2022 | $8,846,226 | -0.6% | 36,571 | -9.9% | 0.31% | -12.2% |
| Q3 2022 | $8,903,000 | -8.4% | 40,603 | -5.5% | 0.35% | -9.5% |
| Q2 2022 | $9,722,000 | -18.9% | 42,976 | -3.8% | 0.39% | -7.4% |
| Q1 2022 | $11,990,000 | -10.9% | 44,684 | -6.0% | 0.42% | -6.4% |
| Q4 2021 | $13,460,000 | +6.0% | 47,550 | -1.5% | 0.45% | -3.6% |
| Q3 2021 | $12,694,000 | -3.5% | 48,252 | -1.4% | 0.47% | -9.7% |
| Q2 2021 | $13,154,000 | +0.7% | 48,948 | -2.5% | 0.52% | -8.5% |
| Q1 2021 | $13,064,000 | +13.1% | 50,192 | -0.1% | 0.56% | +5.0% |
| Q4 2020 | $11,546,000 | +26.5% | 50,237 | +2.0% | 0.54% | +13.5% |
| Q3 2020 | $9,124,000 | -0.9% | 49,235 | -4.9% | 0.47% | -4.8% |
| Q2 2020 | $9,211,000 | +33.5% | 51,798 | +8.0% | 0.50% | +5.1% |
| Q1 2020 | $6,900,000 | -23.9% | 47,963 | +8.9% | 0.47% | -33.4% |
| Q4 2019 | $9,063,000 | – | 44,032 | – | 0.71% | – |
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% |