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 | $1,724,255 | +451.8% | 6,915 | +478.7% | 0.39% | +453.5% |
| Q2 2023 | $312,469 | +8.3% | 1,195 | +3.6% | 0.07% | +2.9% |
| Q1 2023 | $288,434 | +2.7% | 1,153 | -0.7% | 0.07% | -2.8% |
| Q4 2022 | $280,834 | +3.6% | 1,161 | -5.9% | 0.07% | +2.9% |
| Q3 2022 | $271,000 | +11.1% | 1,234 | +14.5% | 0.07% | +11.3% |
| Q2 2022 | $244,000 | -12.9% | 1,078 | +3.3% | 0.06% | -4.6% |
| Q1 2022 | $280,000 | -0.7% | 1,044 | +4.7% | 0.06% | +3.2% |
| Q4 2021 | $282,000 | +10.2% | 997 | +2.6% | 0.06% | 0.0% |
| Q3 2021 | $256,000 | +3.6% | 972 | +5.8% | 0.06% | +1.6% |
| Q2 2021 | $247,000 | +4.7% | 919 | +1.2% | 0.06% | -6.1% |
| Q1 2021 | $236,000 | +6.8% | 908 | -5.6% | 0.07% | -4.3% |
| Q4 2020 | $221,000 | +0.9% | 962 | -18.7% | 0.07% | -10.4% |
| Q3 2020 | $219,000 | 0.0% | 1,183 | -3.9% | 0.08% | -7.2% |
| Q2 2020 | $219,000 | +8.4% | 1,231 | -5.8% | 0.08% | -3.5% |
| Q1 2020 | $202,000 | -43.7% | 1,307 | -23.9% | 0.09% | -44.2% |
| Q4 2019 | $359,000 | – | 1,718 | – | 0.15% | – |
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% |