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 | $84,530 | +167.2% | 339 | +180.2% | 0.01% | +160.0% |
| Q2 2023 | $31,640 | +4.5% | 121 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $30,270 | +3.4% | 121 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29,269 | +8.4% | 121 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $27,000 | +440.0% | 121 | +450.0% | 0.01% | +400.0% |
| Q2 2022 | $5,000 | -73.7% | 22 | -69.4% | 0.00% | -66.7% |
| Q1 2022 | $19,000 | +216.7% | 72 | +227.3% | 0.00% | +200.0% |
| Q4 2021 | $6,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | -14.3% | 22 | -12.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | -42.9% | 25 | -45.7% | 0.00% | -50.0% |
| Q1 2020 | $7,000 | -22.2% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 46 | – | 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% |