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 2023 | $3,443 | +4.8% | 13,168 | +0.3% | 0.24% | +24.6% |
| Q1 2023 | $3,285 | +4.3% | 13,130 | +0.8% | 0.20% | +16.1% |
| Q4 2022 | $3,151 | -99.9% | 13,028 | +0.6% | 0.17% | +1.2% |
| Q3 2022 | $2,839,000 | -2.7% | 12,950 | +0.4% | 0.17% | -5.1% |
| Q2 2022 | $2,919,000 | -15.4% | 12,904 | +0.3% | 0.18% | +0.6% |
| Q1 2022 | $3,452,000 | -5.2% | 12,864 | 0.0% | 0.17% | +3.6% |
| Q4 2021 | $3,641,000 | +8.4% | 12,864 | +0.7% | 0.17% | -3.4% |
| Q3 2021 | $3,359,000 | -2.1% | 12,770 | 0.0% | 0.17% | +6.1% |
| Q2 2021 | $3,432,000 | +3.8% | 12,770 | +0.5% | 0.16% | +6.5% |
| Q1 2021 | $3,306,000 | +13.3% | 12,702 | 0.0% | 0.15% | +2.7% |
| Q4 2020 | $2,919,000 | +24.4% | 12,702 | +0.3% | 0.15% | +7.9% |
| Q3 2020 | $2,347,000 | +5.1% | 12,665 | +0.8% | 0.14% | -2.1% |
| Q2 2020 | $2,234,000 | +24.3% | 12,562 | +0.6% | 0.14% | +9.2% |
| Q1 2020 | $1,797,000 | -29.8% | 12,490 | +0.4% | 0.13% | -18.8% |
| Q4 2019 | $2,559,000 | +7.0% | 12,435 | +0.4% | 0.16% | -1.8% |
| Q3 2019 | $2,392,000 | -0.1% | 12,380 | +0.4% | 0.16% | -0.6% |
| Q2 2019 | $2,395,000 | +79.0% | 12,330 | +74.5% | 0.16% | +67.3% |
| Q1 2019 | $1,338,000 | +83.5% | 7,065 | +60.9% | 0.10% | +66.1% |
| Q4 2018 | $729,000 | +166.1% | 4,391 | +222.9% | 0.06% | +181.0% |
| Q3 2018 | $274,000 | – | 1,360 | – | 0.02% | – |
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% |