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 | $83,782,886 | -7.5% | 334,522 | -3.4% | 0.01% | 0.0% |
| Q2 2023 | $90,545,817 | +22.7% | 346,282 | +17.3% | 0.01% | +25.0% |
| Q1 2023 | $73,820,715 | -49.0% | 295,094 | -50.7% | 0.00% | 0.0% |
| Q4 2022 | $144,795,838 | +118.4% | 598,602 | +98.0% | 0.00% | 0.0% |
| Q3 2022 | $66,290,000 | -12.7% | 302,336 | -9.9% | 0.00% | -20.0% |
| Q2 2022 | $75,913,000 | -15.8% | 335,556 | -0.1% | 0.01% | +25.0% |
| Q1 2022 | $90,158,000 | -8.2% | 335,986 | -3.1% | 0.00% | -20.0% |
| Q4 2021 | $98,196,000 | +5.8% | 346,884 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $92,850,000 | -2.3% | 352,946 | -0.2% | 0.01% | 0.0% |
| Q2 2021 | $95,048,000 | +0.2% | 353,695 | -2.9% | 0.01% | 0.0% |
| Q1 2021 | $94,858,000 | +3.3% | 364,446 | -8.8% | 0.01% | -16.7% |
| Q4 2020 | $91,810,000 | +9.7% | 399,469 | -11.5% | 0.01% | 0.0% |
| Q3 2020 | $83,674,000 | +6.8% | 451,537 | +2.5% | 0.01% | 0.0% |
| Q2 2020 | $78,314,000 | +7.4% | 440,413 | -13.1% | 0.01% | 0.0% |
| Q1 2020 | $72,890,000 | -22.0% | 506,672 | +11.6% | 0.01% | 0.0% |
| Q4 2019 | $93,459,000 | +3.6% | 454,083 | -2.7% | 0.01% | -14.3% |
| Q3 2019 | $90,196,000 | -1.6% | 466,783 | -1.1% | 0.01% | 0.0% |
| Q2 2019 | $91,680,000 | -0.1% | 471,944 | -2.6% | 0.01% | 0.0% |
| Q1 2019 | $91,746,000 | +10.2% | 484,402 | -3.4% | 0.01% | -12.5% |
| Q4 2018 | $83,250,000 | -15.5% | 501,322 | -0.8% | 0.01% | 0.0% |
| Q2 2018 | $98,470,000 | -2.9% | 505,549 | -6.5% | 0.01% | -11.1% |
| Q1 2018 | $101,381,000 | -3.7% | 540,502 | -2.6% | 0.01% | +12.5% |
| Q4 2017 | $105,280,000 | -1.6% | 554,751 | -7.2% | 0.01% | -11.1% |
| Q3 2017 | $106,963,000 | +3.0% | 597,897 | +0.1% | 0.01% | 0.0% |
| Q2 2017 | $103,891,000 | +3289.6% | 597,249 | +3235.5% | 0.01% | – |
| Q1 2017 | $3,065,000 | -3.1% | 17,906 | -6.4% | 0.00% | – |
| Q4 2016 | $3,164,000 | – | 19,136 | – | 0.00% | – |
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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% |