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 | $2,317,971 | +2.8% | 9,296 | +7.8% | 0.37% | +3.3% |
| Q2 2023 | $2,254,465 | +4.3% | 8,622 | -0.3% | 0.36% | -2.2% |
| Q1 2023 | $2,162,556 | -0.1% | 8,645 | -3.4% | 0.37% | -6.1% |
| Q4 2022 | $2,165,489 | +90.1% | 8,952 | +72.4% | 0.39% | +94.5% |
| Q3 2022 | $1,139,000 | -14.9% | 5,194 | -12.2% | 0.20% | -17.3% |
| Q2 2022 | $1,338,000 | -6.2% | 5,914 | +3.3% | 0.24% | -10.3% |
| Q1 2022 | $1,427,000 | +42.6% | 5,726 | +62.0% | 0.27% | +20.4% |
| Q4 2021 | $1,001,000 | +64.9% | 3,535 | +53.1% | 0.22% | +38.0% |
| Q3 2021 | $607,000 | -2.1% | 2,309 | 0.0% | 0.16% | -15.5% |
| Q2 2021 | $620,000 | +52.7% | 2,309 | +53.1% | 0.19% | +14.2% |
| Q1 2021 | $406,000 | -55.0% | 1,508 | -77.4% | 0.17% | -72.2% |
| Q1 2020 | $903,000 | -37.9% | 6,671 | -5.5% | 0.61% | -28.0% |
| Q4 2019 | $1,454,000 | +2.8% | 7,062 | -5.3% | 0.84% | -10.7% |
| Q3 2019 | $1,414,000 | -6.9% | 7,458 | -4.3% | 0.95% | -9.2% |
| Q2 2019 | $1,518,000 | +8.5% | 7,792 | +6.9% | 1.04% | -0.4% |
| Q1 2019 | $1,399,000 | +12.8% | 7,288 | -2.4% | 1.05% | +14.8% |
| Q4 2018 | $1,240,000 | -18.6% | 7,468 | -2.1% | 0.91% | -10.1% |
| Q3 2018 | $1,524,000 | -8.5% | 7,627 | -10.9% | 1.01% | -17.0% |
| Q2 2018 | $1,666,000 | -6.4% | 8,556 | -9.8% | 1.22% | -18.1% |
| Q1 2018 | $1,779,000 | -24.5% | 9,486 | -23.6% | 1.49% | -17.5% |
| Q4 2017 | $2,356,000 | +10.4% | 12,415 | +4.0% | 1.80% | -3.5% |
| Q3 2017 | $2,135,000 | +32.0% | 11,934 | +28.4% | 1.87% | +16.6% |
| Q2 2017 | $1,617,000 | +14.4% | 9,296 | +12.5% | 1.60% | -5.4% |
| Q1 2017 | $1,414,000 | – | 8,260 | – | 1.70% | – |
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% |