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 | $287,501 | -4.6% | 1,153 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $301,486 | +4.9% | 1,153 | +0.3% | 0.00% | -50.0% |
| Q1 2023 | $287,434 | +3.4% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $277,932 | +10.3% | 1,149 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $252,000 | -3.1% | 1,149 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $260,000 | -14.5% | 1,149 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $304,000 | -25.1% | 1,133 | -20.9% | 0.00% | -50.0% |
| Q4 2021 | $406,000 | -1.2% | 1,433 | -8.2% | 0.00% | 0.0% |
| Q3 2021 | $411,000 | -40.3% | 1,561 | -39.0% | 0.00% | -33.3% |
| Q2 2021 | $688,000 | +8.7% | 2,561 | +5.3% | 0.00% | 0.0% |
| Q1 2021 | $633,000 | +13.2% | 2,433 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $559,000 | +20.0% | 2,433 | -3.2% | 0.00% | 0.0% |
| Q3 2020 | $466,000 | +7.6% | 2,513 | +3.3% | 0.00% | 0.0% |
| Q2 2020 | $433,000 | +23.7% | 2,433 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $350,000 | -76.0% | 2,433 | -65.7% | 0.00% | -70.0% |
| Q4 2019 | $1,461,000 | +57.4% | 7,100 | +47.9% | 0.01% | +42.9% |
| Q3 2019 | $928,000 | – | 4,800 | – | 0.01% | – |
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% |