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 | $932,818 | -6.3% | 3,741 | -1.8% | 0.32% | -4.2% |
Q2 2023 | $996,042 | +3.5% | 3,809 | -1.0% | 0.33% | -1.2% |
Q1 2023 | $962,428 | -2.4% | 3,847 | -5.7% | 0.34% | -4.0% |
Q4 2022 | $986,487 | +19.4% | 4,078 | +8.2% | 0.35% | -8.2% |
Q3 2022 | $826,000 | -9.4% | 3,768 | -6.5% | 0.38% | +1.6% |
Q2 2022 | $912,000 | -8.9% | 4,029 | +8.0% | 0.37% | -10.5% |
Q1 2022 | $1,001,000 | -10.9% | 3,731 | -5.9% | 0.42% | -21.4% |
Q4 2021 | $1,123,000 | +564.5% | 3,966 | +516.8% | 0.53% | +411.5% |
Q3 2021 | $169,000 | -2.3% | 643 | 0.0% | 0.10% | +1.0% |
Q2 2021 | $173,000 | +3.6% | 643 | 0.0% | 0.10% | -2.8% |
Q1 2021 | $167,000 | +12.8% | 643 | 0.0% | 0.11% | +16.5% |
Q4 2020 | $148,000 | -23.3% | 643 | -38.4% | 0.09% | -27.8% |
Q3 2020 | $193,000 | -0.5% | 1,043 | -4.6% | 0.13% | -3.8% |
Q2 2020 | $194,000 | +14.1% | 1,093 | -7.3% | 0.13% | +7.4% |
Q1 2020 | $170,000 | +93.2% | 1,179 | +176.1% | 0.12% | +130.2% |
Q4 2019 | $88,000 | -3.3% | 427 | -5.1% | 0.05% | -35.4% |
Q3 2018 | $91,000 | -99.9% | 450 | +5.4% | 0.08% | +1.2% |
Q2 2018 | $83,172,000 | +103865.0% | 427 | 0.0% | 0.08% | +3.8% |
Q1 2018 | $80,000 | -16.7% | 427 | -15.8% | 0.08% | -6.0% |
Q4 2017 | $96,000 | – | 507 | – | 0.08% | – |
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% |