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 | $4,754,356 | -4.7% | 19,067 | -0.1% | 2.00% | +3.0% |
| Q2 2023 | $4,988,253 | +0.1% | 19,077 | -4.2% | 1.94% | +2.7% |
| Q1 2023 | $4,983,687 | +101276.9% | 19,922 | -2.0% | 1.89% | -3.0% |
| Q4 2022 | $4,916 | -99.9% | 20,324 | -6.2% | 1.95% | -1.3% |
| Q3 2022 | $4,750,000 | +2.3% | 21,663 | +5.5% | 1.97% | +10.1% |
| Q2 2022 | $4,644,000 | -20.9% | 20,527 | -6.2% | 1.79% | -9.8% |
| Q1 2022 | $5,870,000 | -11.8% | 21,875 | -6.9% | 1.99% | -8.3% |
| Q4 2021 | $6,654,000 | +12.8% | 23,503 | +4.9% | 2.17% | +1.5% |
| Q3 2021 | $5,897,000 | -3.1% | 22,415 | -1.1% | 2.13% | -6.3% |
| Q2 2021 | $6,087,000 | -0.5% | 22,653 | -3.6% | 2.28% | -10.4% |
| Q1 2021 | $6,120,000 | +2.8% | 23,511 | -9.2% | 2.54% | -2.5% |
| Q4 2020 | $5,951,000 | +15.5% | 25,896 | -6.8% | 2.60% | +2.0% |
| Q3 2020 | $5,151,000 | +3.1% | 27,792 | -1.1% | 2.56% | -1.7% |
| Q2 2020 | $4,996,000 | +21.6% | 28,095 | -1.6% | 2.60% | +6.0% |
| Q1 2020 | $4,108,000 | -30.7% | 28,554 | -0.9% | 2.45% | -13.7% |
| Q4 2019 | $5,928,000 | +2.7% | 28,804 | -3.6% | 2.84% | -3.1% |
| Q3 2019 | $5,770,000 | -24.5% | 29,865 | -24.1% | 2.93% | -15.1% |
| Q2 2019 | $7,643,000 | – | 39,344 | – | 3.46% | – |
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% |