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 | $38,571 | -7.9% | 154,686 | +0.2% | 28.94% | -2.7% |
| Q2 2023 | $41,858 | +9.1% | 154,426 | +0.6% | 29.73% | +3.3% |
| Q1 2023 | $38,375 | +2.3% | 153,557 | +0.0% | 28.77% | -3.6% |
| Q4 2022 | $37,512 | -99.9% | 153,512 | -1.0% | 29.84% | +4.2% |
| Q3 2022 | $33,998,000 | -5.7% | 155,060 | -0.2% | 28.63% | +2.2% |
| Q2 2022 | $36,064,000 | -7.8% | 155,355 | -0.2% | 28.02% | -0.8% |
| Q1 2022 | $39,136,000 | -10.3% | 155,735 | +1.0% | 28.26% | +2.0% |
| Q4 2021 | $43,652,000 | +1.2% | 154,207 | -3.6% | 27.70% | -3.7% |
| Q3 2021 | $43,135,000 | +6.3% | 159,938 | +1.1% | 28.75% | +4.9% |
| Q2 2021 | $40,562,000 | -99.9% | 158,176 | +0.1% | 27.41% | -6.6% |
| Q1 2021 | $42,547,765,000 | +112917.7% | 157,941 | +1.2% | 29.33% | +0.5% |
| Q4 2020 | $37,647,000 | +14.0% | 156,042 | -1.8% | 29.19% | +4.8% |
| Q3 2020 | $33,035,000 | +13.5% | 158,889 | -0.0% | 27.85% | +6.5% |
| Q2 2020 | $29,111,000 | +43.2% | 158,955 | +5.9% | 26.14% | +13.4% |
| Q1 2020 | $20,335,000 | -33.7% | 150,155 | +0.1% | 23.05% | -13.3% |
| Q4 2019 | $30,672,000 | – | 149,987 | – | 26.58% | – |
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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% |