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 | $6,192,857 | -9.1% | 24,836 | -4.7% | 0.36% | -5.1% |
| Q2 2023 | $6,813,124 | +2.3% | 26,056 | -2.2% | 0.38% | -3.1% |
| Q1 2023 | $6,662,011 | +3.4% | 26,631 | 0.0% | 0.39% | -1.8% |
| Q4 2022 | $6,441,772 | +10.3% | 26,631 | -0.0% | 0.39% | -0.8% |
| Q3 2022 | $5,840,000 | -3.5% | 26,636 | -0.4% | 0.40% | +3.1% |
| Q2 2022 | $6,051,000 | -15.7% | 26,745 | 0.0% | 0.38% | -2.0% |
| Q1 2022 | $7,177,000 | -3.9% | 26,745 | +1.3% | 0.39% | +1.6% |
| Q4 2021 | $7,470,000 | +7.6% | 26,390 | 0.0% | 0.39% | -0.3% |
| Q3 2021 | $6,942,000 | -2.1% | 26,390 | 0.0% | 0.39% | -2.3% |
| Q2 2021 | $7,092,000 | -2.1% | 26,390 | -5.2% | 0.40% | -8.5% |
| Q1 2021 | $7,245,000 | -25.4% | 27,835 | -34.2% | 0.43% | -30.7% |
| Q4 2020 | $9,718,000 | +22.8% | 42,284 | -1.0% | 0.63% | +9.1% |
| Q3 2020 | $7,916,000 | +9.5% | 42,719 | +5.0% | 0.57% | +4.4% |
| Q2 2020 | $7,232,000 | +21.5% | 40,672 | -1.7% | 0.55% | +5.8% |
| Q1 2020 | $5,950,000 | -32.8% | 41,359 | -3.8% | 0.52% | -14.5% |
| Q4 2019 | $8,853,000 | +6.0% | 43,015 | -0.5% | 0.61% | -1.5% |
| Q3 2019 | $8,350,000 | -0.3% | 43,214 | +0.3% | 0.62% | -1.1% |
| Q2 2019 | $8,371,000 | +11.3% | 43,090 | +8.5% | 0.62% | +8.9% |
| Q1 2019 | $7,519,000 | +14.4% | 39,700 | +0.3% | 0.57% | +0.9% |
| Q4 2018 | $6,570,000 | -51.9% | 39,567 | -41.7% | 0.57% | -46.0% |
| Q3 2018 | $13,650,000 | +1.5% | 67,811 | -1.7% | 1.05% | -5.6% |
| Q2 2018 | $13,443,000 | +2.5% | 69,014 | -1.3% | 1.11% | +1.5% |
| Q1 2018 | $13,117,000 | +0.5% | 69,929 | +1.7% | 1.10% | +2.7% |
| Q4 2017 | $13,051,000 | -1.9% | 68,769 | -7.5% | 1.07% | -4.9% |
| Q3 2017 | $13,303,000 | +2.8% | 74,359 | 0.0% | 1.12% | -0.7% |
| Q2 2017 | $12,935,000 | -14.8% | 74,359 | -16.1% | 1.13% | -17.1% |
| Q1 2017 | $15,181,000 | +13.1% | 88,662 | +9.2% | 1.36% | +9.5% |
| Q4 2016 | $13,423,000 | -0.1% | 81,187 | -6.5% | 1.25% | +0.5% |
| Q3 2016 | $13,439,000 | – | 86,863 | – | 1.24% | – |
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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% |