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 | $1,964,629 | +0.0% | 7,879 | +4.9% | 0.42% | +2.9% |
| Q2 2023 | $1,963,977 | -2.9% | 7,511 | -7.1% | 0.41% | -11.6% |
| Q1 2023 | $2,021,794 | +12.2% | 8,082 | +8.5% | 0.47% | +6.4% |
| Q4 2022 | $1,801,355 | +11.8% | 7,447 | +1.3% | 0.44% | +1.9% |
| Q3 2022 | $1,611,000 | -15.5% | 7,349 | -12.8% | 0.43% | -11.3% |
| Q2 2022 | $1,907,000 | -9.7% | 8,431 | +7.2% | 0.48% | +12.0% |
| Q1 2022 | $2,111,000 | +6.6% | 7,868 | +12.5% | 0.43% | +6.9% |
| Q4 2021 | $1,980,000 | +27.8% | 6,993 | +18.8% | 0.40% | +7.4% |
| Q3 2021 | $1,549,000 | +3.9% | 5,888 | +6.1% | 0.38% | +2.7% |
| Q2 2021 | $1,491,000 | +3.8% | 5,547 | +0.5% | 0.37% | -2.1% |
| Q1 2021 | $1,436,000 | +11.1% | 5,517 | -1.9% | 0.38% | +2.5% |
| Q4 2020 | $1,293,000 | +13.0% | 5,626 | -8.9% | 0.37% | -0.5% |
| Q3 2020 | $1,144,000 | +7.7% | 6,176 | +3.5% | 0.37% | -0.8% |
| Q2 2020 | $1,062,000 | +95.6% | 5,970 | +58.1% | 0.37% | +101.6% |
| Q1 2020 | $543,000 | -28.6% | 3,775 | +2.1% | 0.18% | -3.7% |
| Q4 2019 | $761,000 | – | 3,696 | – | 0.19% | – |
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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% |