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 | $149,592 | -92.7% | 600 | -92.3% | 0.00% | -100.0% |
| Q2 2023 | $2,039,662 | +45.6% | 7,800 | +39.3% | 0.00% | 0.0% |
| Q1 2023 | $1,400,869 | +86.9% | 5,600 | +80.6% | 0.00% | – |
| Q4 2022 | $749,720 | -57.8% | 3,100 | -61.7% | 0.00% | -100.0% |
| Q3 2022 | $1,775,000 | +336.1% | 8,090 | +349.4% | 0.00% | – |
| Q2 2022 | $407,000 | -23.1% | 1,800 | -8.6% | 0.00% | – |
| Q1 2022 | $529,000 | -15.1% | 1,970 | -10.5% | 0.00% | – |
| Q4 2021 | $623,000 | +27.9% | 2,200 | +18.9% | 0.00% | – |
| Q3 2021 | $487,000 | -30.3% | 1,850 | -28.8% | 0.00% | – |
| Q2 2021 | $699,000 | -21.0% | 2,600 | -23.5% | 0.00% | – |
| Q1 2021 | $885,000 | +284.8% | 3,400 | +240.0% | 0.00% | – |
| Q4 2020 | $230,000 | -48.1% | 1,000 | -58.2% | 0.00% | – |
| Q3 2020 | $443,000 | +56.5% | 2,390 | +50.3% | 0.00% | – |
| Q2 2020 | $283,000 | -75.2% | 1,590 | -80.0% | 0.00% | -100.0% |
| Q1 2020 | $1,142,000 | -54.9% | 7,940 | -35.4% | 0.00% | 0.0% |
| Q4 2019 | $2,532,000 | +103.0% | 12,300 | +90.5% | 0.00% | 0.0% |
| Q3 2019 | $1,247,000 | +64.3% | 6,455 | +65.3% | 0.00% | – |
| Q2 2019 | $759,000 | +39.0% | 3,905 | +35.4% | 0.00% | – |
| Q1 2019 | $546,000 | -73.0% | 2,885 | -76.3% | 0.00% | -100.0% |
| Q4 2018 | $2,022,000 | +202.2% | 12,175 | +266.2% | 0.00% | – |
| Q3 2018 | $669,000 | -75.6% | 3,325 | -76.4% | 0.00% | -100.0% |
| Q2 2018 | $2,739,000 | +126.0% | 14,065 | +117.6% | 0.00% | +100.0% |
| Q1 2018 | $1,212,000 | +402.9% | 6,465 | +411.1% | 0.00% | – |
| Q4 2017 | $241,000 | -66.4% | 1,265 | -69.3% | 0.00% | -100.0% |
| Q2 2017 | $717,000 | -33.0% | 4,125 | -34.0% | 0.00% | 0.0% |
| Q1 2017 | $1,070,000 | +86.7% | 6,250 | +80.9% | 0.00% | 0.0% |
| Q4 2016 | $573,000 | +653.9% | 3,455 | +605.1% | 0.00% | – |
| Q3 2016 | $76,000 | -12.6% | 490 | -15.5% | 0.00% | – |
| Q2 2016 | $87,000 | +19.2% | 580 | +14.9% | 0.00% | – |
| Q1 2016 | $73,000 | -53.8% | 505 | -54.9% | 0.00% | – |
| Q4 2015 | $158,000 | +0.6% | 1,120 | -4.0% | 0.00% | – |
| Q3 2015 | $157,000 | – | 1,167 | – | 0.00% | – |
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% |