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 | $545,827 | -2.6% | 2,189 | +2.1% | 0.50% | -1.4% |
| Q2 2023 | $560,613 | +99831.0% | 2,144 | -11.9% | 0.50% | -10.0% |
| Q1 2023 | $561 | -99.9% | 2,434 | 0.0% | 0.56% | 0.0% |
| Q3 2022 | $561,000 | -92.1% | 2,434 | -91.0% | 0.56% | -84.3% |
| Q3 2021 | $7,117,000 | -39.1% | 27,054 | -37.8% | 3.55% | -21.2% |
| Q2 2021 | $11,681,000 | -0.1% | 43,467 | -3.3% | 4.50% | +2.3% |
| Q1 2021 | $11,696,000 | -0.2% | 44,937 | -11.9% | 4.40% | +0.8% |
| Q4 2020 | $11,720,000 | +22.8% | 50,993 | -1.0% | 4.36% | +16.3% |
| Q3 2020 | $9,543,000 | +5.9% | 51,497 | +1.6% | 3.75% | -0.7% |
| Q2 2020 | $9,012,000 | +26.7% | 50,680 | +2.5% | 3.78% | -0.2% |
| Q1 2020 | $7,112,000 | -11.7% | 49,438 | -2.9% | 3.78% | -1.5% |
| Q4 2019 | $8,050,000 | – | 50,931 | – | 3.84% | – |
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% |