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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,081,000 | -2.8% | 11,094 | -1.7% | 0.02% | +4.5% |
| Q4 2017 | $2,141,000 | +4.8% | 11,284 | -1.2% | 0.02% | 0.0% |
| Q3 2017 | $2,043,000 | +2.0% | 11,420 | -0.8% | 0.02% | -4.3% |
| Q2 2017 | $2,002,000 | +9.8% | 11,510 | +8.1% | 0.02% | +9.5% |
| Q1 2017 | $1,824,000 | +12.7% | 10,652 | +8.8% | 0.02% | +5.0% |
| Q4 2016 | $1,619,000 | +2.5% | 9,794 | -4.0% | 0.02% | +5.3% |
| Q3 2016 | $1,579,000 | +8.7% | 10,207 | +5.0% | 0.02% | 0.0% |
| Q2 2016 | $1,452,000 | +7.6% | 9,719 | +3.8% | 0.02% | +5.6% |
| Q1 2016 | $1,349,000 | -1.6% | 9,359 | -4.9% | 0.02% | -5.3% |
| Q4 2015 | $1,371,000 | +9.2% | 9,840 | +7.0% | 0.02% | +5.6% |
| Q3 2015 | $1,256,000 | -14.8% | 9,194 | -6.4% | 0.02% | -10.0% |
| Q2 2015 | $1,474,000 | +4.9% | 9,827 | +6.3% | 0.02% | +5.3% |
| Q1 2015 | $1,405,000 | +45.6% | 9,244 | +38.7% | 0.02% | +46.2% |
| Q4 2014 | $965,000 | +19.1% | 6,667 | +12.5% | 0.01% | +8.3% |
| Q3 2014 | $810,000 | +1.5% | 5,927 | +6.3% | 0.01% | 0.0% |
| Q2 2014 | $798,000 | +6.1% | 5,577 | +1.9% | 0.01% | 0.0% |
| Q1 2014 | $752,000 | +34.0% | 5,472 | +30.6% | 0.01% | +33.3% |
| Q4 2013 | $561,000 | +13.6% | 4,191 | +5.2% | 0.01% | 0.0% |
| Q3 2013 | $494,000 | +7.4% | 3,983 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $460,000 | – | 3,983 | – | 0.01% | – |
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% |