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 | $440,103 | -3.1% | 1,765 | +1.6% | 0.04% | +2.4% |
| Q2 2023 | $454,191 | +1.1% | 1,737 | -3.2% | 0.04% | 0.0% |
| Q1 2023 | $449,038 | +2.8% | 1,795 | -0.6% | 0.04% | +2.5% |
| Q4 2022 | $436,612 | -4.3% | 1,805 | -13.2% | 0.04% | -11.1% |
| Q3 2022 | $456,000 | +1.8% | 2,079 | +5.1% | 0.04% | +7.1% |
| Q2 2022 | $448,000 | -10.9% | 1,979 | +5.7% | 0.04% | +5.0% |
| Q1 2022 | $503,000 | +12.0% | 1,873 | +18.1% | 0.04% | +14.3% |
| Q4 2021 | $449,000 | +18.2% | 1,586 | +9.8% | 0.04% | +9.4% |
| Q3 2021 | $380,000 | +53.2% | 1,444 | +56.4% | 0.03% | +52.4% |
| Q2 2021 | $248,000 | -17.1% | 923 | -19.5% | 0.02% | -25.0% |
| Q1 2021 | $299,000 | +13.7% | 1,147 | 0.0% | 0.03% | +7.7% |
| Q4 2020 | $263,000 | -21.5% | 1,147 | -36.5% | 0.03% | -25.7% |
| Q3 2020 | $335,000 | -16.0% | 1,806 | -19.6% | 0.04% | -28.6% |
| Q2 2020 | $399,000 | +19.5% | 2,245 | -3.3% | 0.05% | -2.0% |
| Q1 2020 | $334,000 | -30.1% | 2,322 | 0.0% | 0.05% | -9.1% |
| Q4 2019 | $478,000 | +6.5% | 2,322 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $449,000 | -1.1% | 2,322 | -0.7% | 0.06% | +7.7% |
| Q2 2019 | $454,000 | -35.5% | 2,338 | -37.1% | 0.05% | -27.8% |
| Q1 2019 | $704,000 | +14.1% | 3,717 | 0.0% | 0.07% | +1.4% |
| Q4 2018 | $617,000 | -17.6% | 3,717 | 0.0% | 0.07% | -7.8% |
| Q3 2018 | $749,000 | +3.5% | 3,717 | 0.0% | 0.08% | -4.9% |
| Q2 2018 | $724,000 | +0.1% | 3,717 | -3.7% | 0.08% | -2.4% |
| Q1 2018 | $723,000 | -11.8% | 3,858 | -10.6% | 0.08% | -6.7% |
| Q4 2017 | $820,000 | -2.3% | 4,317 | -7.9% | 0.09% | -5.3% |
| Q3 2017 | $839,000 | +21.6% | 4,689 | +18.1% | 0.09% | +5.6% |
| Q2 2017 | $690,000 | +8.0% | 3,969 | +6.6% | 0.09% | +7.2% |
| Q1 2017 | $639,000 | +43.0% | 3,725 | +38.0% | 0.08% | +29.7% |
| Q4 2016 | $447,000 | +7.2% | 2,700 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $417,000 | – | 2,700 | – | 0.06% | – |
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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% |