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 | $589,083 | -5.4% | 2,421 | 0.0% | 0.10% | -3.7% |
| Q2 2023 | $622,836 | +5.4% | 2,421 | 0.0% | 0.11% | +2.8% |
| Q1 2023 | $590,996 | +104.0% | 2,421 | +107.3% | 0.11% | +100.0% |
| Q4 2022 | $289,755 | +6.9% | 1,168 | 0.0% | 0.05% | -1.9% |
| Q3 2022 | $271,000 | -8.1% | 1,168 | -10.1% | 0.05% | -6.9% |
| Q2 2022 | $295,000 | -13.0% | 1,299 | 0.0% | 0.06% | -6.5% |
| Q1 2022 | $339,000 | -1.5% | 1,299 | -2.3% | 0.06% | -1.6% |
| Q4 2021 | $344,000 | -26.0% | 1,330 | -23.8% | 0.06% | -39.4% |
| Q3 2021 | $465,000 | -5.3% | 1,745 | -4.4% | 0.10% | +9.5% |
| Q2 2021 | $491,000 | +6.5% | 1,825 | +3.0% | 0.10% | -7.8% |
| Q1 2021 | $461,000 | -61.0% | 1,772 | -65.6% | 0.10% | -61.1% |
| Q4 2020 | $1,183,000 | +50.1% | 5,147 | +21.0% | 0.26% | +43.2% |
| Q3 2020 | $788,000 | -96.0% | 4,254 | -96.2% | 0.18% | -94.7% |
| Q2 2020 | $19,820,000 | +161.7% | 111,466 | +111.8% | 3.52% | +0.2% |
| Q1 2020 | $7,573,000 | -10.8% | 52,638 | +27.6% | 3.51% | -8.9% |
| Q4 2019 | $8,490,000 | +20.5% | 41,251 | +13.1% | 3.85% | +15.6% |
| Q3 2019 | $7,045,000 | +51.3% | 36,460 | +52.1% | 3.33% | +50.5% |
| Q2 2019 | $4,657,000 | +2128.2% | 23,975 | +2075.6% | 2.21% | +1842.1% |
| Q1 2019 | $209,000 | – | 1,102 | – | 0.11% | – |
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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% |