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 | $459,004 | -3.0% | 1,840 | +1.7% | 0.26% | -2.3% |
| Q2 2023 | $473,415 | +0.4% | 1,810 | -3.9% | 0.27% | +4.3% |
| Q1 2023 | $471,418 | +4.5% | 1,884 | +1.0% | 0.26% | -1.5% |
| Q4 2022 | $451,278 | +14.8% | 1,865 | +4.0% | 0.26% | +5.3% |
| Q3 2022 | $393,000 | -2.0% | 1,794 | +1.2% | 0.25% | -0.8% |
| Q2 2022 | $401,000 | -14.1% | 1,772 | +1.8% | 0.25% | -9.5% |
| Q1 2022 | $467,000 | -1.9% | 1,740 | +3.5% | 0.27% | +0.7% |
| Q4 2021 | $476,000 | +12.0% | 1,681 | +4.0% | 0.27% | +3.8% |
| Q3 2021 | $425,000 | -1.8% | 1,617 | +0.4% | 0.26% | -3.0% |
| Q2 2021 | $433,000 | +3.3% | 1,611 | +0.1% | 0.27% | -4.3% |
| Q1 2021 | $419,000 | +9.1% | 1,609 | -3.7% | 0.28% | -3.1% |
| Q4 2020 | $384,000 | +19.6% | 1,670 | -3.6% | 0.29% | +15.0% |
| Q3 2020 | $321,000 | +11.1% | 1,732 | +6.4% | 0.25% | -0.4% |
| Q2 2020 | $289,000 | +25.7% | 1,628 | +1.6% | 0.25% | +7.6% |
| Q1 2020 | $230,000 | -23.6% | 1,602 | +9.4% | 0.24% | -18.3% |
| Q4 2019 | $301,000 | – | 1,464 | – | 0.29% | – |
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% |