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 | $8,179,927 | -2.3% | 32,805 | +2.4% | 1.03% | +15.0% |
| Q2 2023 | $8,375,989 | -2.8% | 32,033 | -7.0% | 0.90% | -10.0% |
| Q1 2023 | $8,615,010 | +1.0% | 34,438 | -2.3% | 1.00% | -3.9% |
| Q4 2022 | $8,527,106 | +7.3% | 35,252 | -2.8% | 1.04% | +1.4% |
| Q3 2022 | $7,950,000 | -2.6% | 36,260 | +0.5% | 1.02% | +8.1% |
| Q2 2022 | $8,166,000 | -17.3% | 36,094 | -1.9% | 0.95% | +5.3% |
| Q1 2022 | $9,870,000 | -5.6% | 36,781 | -0.4% | 0.90% | -0.6% |
| Q4 2021 | $10,455,000 | +8.1% | 36,932 | +0.4% | 0.90% | -8.6% |
| Q3 2021 | $9,675,000 | -3.3% | 36,779 | -1.2% | 0.99% | -21.0% |
| Q2 2021 | $10,004,000 | +3.0% | 37,226 | -0.2% | 1.25% | -9.6% |
| Q1 2021 | $9,709,000 | +12.8% | 37,303 | -0.4% | 1.39% | +9.4% |
| Q4 2020 | $8,605,000 | +13.1% | 37,441 | -8.8% | 1.27% | +2.1% |
| Q3 2020 | $7,608,000 | -12.4% | 41,053 | -16.0% | 1.24% | -36.1% |
| Q2 2020 | $8,686,000 | +5.0% | 48,847 | -15.1% | 1.94% | -17.7% |
| Q1 2020 | $8,276,000 | -45.1% | 57,531 | -21.4% | 2.36% | -29.0% |
| Q4 2019 | $15,061,000 | – | 73,175 | – | 3.33% | – |
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% |