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 | $876,561 | -4.4% | 3,515 | +0.2% | 0.62% | -2.2% |
| Q2 2023 | $917,111 | +1.7% | 3,507 | -2.7% | 0.64% | -29.6% |
| Q1 2023 | $901,384 | +2.9% | 3,603 | -0.5% | 0.90% | -0.9% |
| Q4 2022 | $875,649 | +8.9% | 3,620 | -1.3% | 0.91% | +2.0% |
| Q3 2022 | $804,000 | -23.9% | 3,668 | -21.4% | 0.90% | -23.7% |
| Q2 2022 | $1,056,000 | -16.3% | 4,667 | -0.7% | 1.17% | -19.0% |
| Q1 2022 | $1,261,000 | -5.3% | 4,700 | -0.0% | 1.45% | -4.9% |
| Q4 2021 | $1,331,000 | +20.0% | 4,701 | +11.5% | 1.52% | +60.1% |
| Q3 2021 | $1,109,000 | +9.0% | 4,217 | +11.4% | 0.95% | +8.6% |
| Q2 2021 | $1,017,000 | -3.2% | 3,786 | -6.2% | 0.88% | -6.4% |
| Q1 2021 | $1,051,000 | +18.8% | 4,037 | +4.8% | 0.94% | +12.2% |
| Q4 2020 | $885,000 | +23.8% | 3,852 | -0.1% | 0.84% | +24.8% |
| Q3 2020 | $715,000 | -10.7% | 3,857 | -13.6% | 0.67% | -17.0% |
| Q2 2020 | $801,000 | -52.4% | 4,466 | -61.8% | 0.81% | -51.6% |
| Q1 2020 | $1,682,000 | -58.2% | 11,692 | -40.2% | 1.67% | -55.6% |
| Q4 2019 | $4,021,000 | – | 19,537 | – | 3.75% | – |
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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% |