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 | $6,728,497 | +5.5% | 26,862 | +10.1% | 5.02% | +7.5% |
| Q2 2023 | $6,379,466 | +3.7% | 24,398 | -0.8% | 4.67% | +9.5% |
| Q1 2023 | $6,154,157 | -2.1% | 24,601 | -5.3% | 4.26% | +4.1% |
| Q4 2022 | $6,284,894 | +8.0% | 25,982 | -2.1% | 4.10% | +4.0% |
| Q3 2022 | $5,820,000 | -9.3% | 26,545 | -6.4% | 3.94% | +7.7% |
| Q2 2022 | $6,414,000 | -19.4% | 28,352 | -4.3% | 3.66% | -5.8% |
| Q1 2022 | $7,954,000 | -6.7% | 29,641 | -1.6% | 3.88% | -3.8% |
| Q4 2021 | $8,524,000 | +15.5% | 30,111 | +7.4% | 4.04% | +4.1% |
| Q3 2021 | $7,378,000 | +10.5% | 28,046 | +12.9% | 3.88% | +6.1% |
| Q2 2021 | $6,676,000 | +9.0% | 24,843 | +5.6% | 3.66% | -0.8% |
| Q1 2021 | $6,125,000 | +42.3% | 23,533 | +25.7% | 3.68% | +19.4% |
| Q4 2020 | $4,303,000 | +54.9% | 18,724 | +24.9% | 3.09% | +9.1% |
| Q3 2020 | $2,778,000 | +9.5% | 14,991 | +5.1% | 2.83% | +1.1% |
| Q2 2020 | $2,536,000 | +39.0% | 14,261 | +12.5% | 2.80% | +7.9% |
| Q1 2020 | $1,824,000 | +30.1% | 12,677 | +86.1% | 2.59% | +76.2% |
| Q4 2019 | $1,402,000 | – | 6,813 | – | 1.47% | – |
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% |