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 | $1,368,671 | -5.4% | 5,489 | -0.8% | 0.83% | -1.7% |
| Q2 2023 | $1,447,019 | +6.2% | 5,534 | +1.6% | 0.85% | -3.2% |
| Q1 2023 | $1,362,694 | +5.8% | 5,447 | +2.3% | 0.87% | -8.3% |
| Q4 2022 | $1,287,815 | +9.5% | 5,324 | -0.7% | 0.95% | +10.0% |
| Q3 2022 | $1,176,000 | -3.1% | 5,364 | 0.0% | 0.87% | +1.6% |
| Q2 2022 | $1,213,000 | -13.9% | 5,364 | +2.2% | 0.85% | +3.1% |
| Q1 2022 | $1,409,000 | -4.2% | 5,250 | +1.0% | 0.83% | +1.8% |
| Q4 2021 | $1,471,000 | +8.0% | 5,197 | +0.4% | 0.81% | -0.6% |
| Q3 2021 | $1,362,000 | -3.5% | 5,176 | -1.5% | 0.82% | -4.2% |
| Q2 2021 | $1,412,000 | +5.1% | 5,256 | +1.8% | 0.85% | -4.9% |
| Q1 2021 | $1,344,000 | +13.2% | 5,164 | 0.0% | 0.90% | +5.0% |
| Q4 2020 | $1,187,000 | +22.6% | 5,164 | -1.1% | 0.85% | +7.0% |
| Q3 2020 | $968,000 | -21.2% | 5,222 | -19.8% | 0.80% | -30.8% |
| Q2 2020 | $1,228,000 | +23.7% | 6,514 | -0.4% | 1.15% | 0.0% |
| Q1 2020 | $993,000 | -29.4% | 6,542 | -0.8% | 1.15% | -12.7% |
| Q4 2019 | $1,406,000 | – | 6,593 | – | 1.32% | – |
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% |