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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,456,000 | +3.6% | 12,642 | +1.0% | 0.28% | +4.5% |
| Q1 2019 | $2,371,000 | +17.0% | 12,519 | +2.6% | 0.27% | +6.4% |
| Q4 2018 | $2,027,000 | -18.2% | 12,205 | -0.8% | 0.25% | -2.3% |
| Q3 2018 | $2,477,000 | -9.1% | 12,306 | -12.0% | 0.26% | -12.3% |
| Q2 2018 | $2,725,000 | -3.4% | 13,988 | -7.0% | 0.29% | -4.9% |
| Q1 2018 | $2,822,000 | +19.5% | 15,044 | +21.0% | 0.31% | +21.3% |
| Q4 2017 | $2,361,000 | +5.0% | 12,437 | -1.1% | 0.25% | +2.0% |
| Q3 2017 | $2,249,000 | +0.4% | 12,574 | -2.4% | 0.25% | +1.6% |
| Q2 2017 | $2,240,000 | +10.6% | 12,879 | +8.8% | 0.24% | +8.9% |
| Q1 2017 | $2,026,000 | +1.8% | 11,832 | -1.7% | 0.22% | -1.3% |
| Q4 2016 | $1,990,000 | +17.5% | 12,036 | +10.0% | 0.23% | 0.0% |
| Q3 2016 | $1,693,000 | +3.2% | 10,941 | -0.4% | 0.23% | +0.4% |
| Q2 2016 | $1,641,000 | -1.0% | 10,981 | -4.5% | 0.23% | -2.2% |
| Q1 2016 | $1,658,000 | -1.5% | 11,501 | -4.8% | 0.23% | -0.9% |
| Q4 2015 | $1,683,000 | -8.4% | 12,080 | -10.2% | 0.23% | -11.4% |
| Q3 2015 | $1,837,000 | +5.3% | 13,450 | +15.6% | 0.26% | +14.3% |
| Q2 2015 | $1,745,000 | +4.4% | 11,638 | +5.8% | 0.23% | +6.0% |
| Q1 2015 | $1,671,000 | -1.5% | 10,998 | -6.1% | 0.22% | -1.4% |
| Q4 2014 | $1,696,000 | +25.9% | 11,714 | +18.9% | 0.22% | -5.6% |
| Q3 2014 | $1,347,000 | -4.5% | 9,850 | -0.1% | 0.23% | -2.5% |
| Q2 2014 | $1,410,000 | +4.4% | 9,855 | +0.3% | 0.24% | -1.2% |
| Q1 2014 | $1,351,000 | +47.0% | 9,825 | +43.1% | 0.24% | +48.2% |
| Q4 2013 | $919,000 | +9.7% | 6,866 | +1.7% | 0.16% | +1.2% |
| Q3 2013 | $838,000 | – | 6,751 | – | 0.16% | – |
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% |