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 | $3,765,711 | -28.6% | 15,102 | -25.2% | 3.26% | -10.9% |
| Q2 2023 | $5,277,282 | +0.9% | 20,182 | -3.4% | 3.66% | -17.6% |
| Q1 2023 | $5,228,812 | +7.1% | 20,902 | +3.6% | 4.44% | +9.7% |
| Q4 2022 | $4,881,139 | +12.9% | 20,179 | +2.3% | 4.05% | -12.0% |
| Q3 2022 | $4,324,000 | -1.0% | 19,719 | +2.1% | 4.60% | +35.1% |
| Q2 2022 | $4,367,000 | +249.4% | 19,305 | +266.0% | 3.40% | +310.2% |
| Q3 2021 | $1,250,000 | -10.2% | 5,274 | +1.9% | 0.83% | -1.9% |
| Q2 2021 | $1,392,000 | -49.2% | 5,178 | -56.6% | 0.85% | -62.9% |
| Q4 2020 | $2,742,000 | +8.9% | 11,929 | -15.8% | 2.28% | -1.3% |
| Q3 2020 | $2,518,000 | 0.0% | 14,163 | 0.0% | 2.31% | 0.0% |
| Q2 2020 | $2,518,000 | -99.9% | 14,163 | +1.2% | 2.31% | +25.3% |
| Q1 2020 | $2,007,864,000 | +19.3% | 14,001 | -76.0% | 1.84% | +26.1% |
| Q4 2019 | $1,683,603,000 | +33133.4% | 58,307 | +208.8% | 1.46% | -48.4% |
| Q1 1987 | $5,066,000 | – | 18,880 | – | 2.84% | – |
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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% |