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 | $115,200 | -11.7% | 462 | -7.4% | 0.06% | -9.9% |
| Q2 2023 | $130,479 | -4.8% | 499 | -8.9% | 0.07% | -16.5% |
| Q1 2023 | $137,088 | +102973.7% | 548 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $133 | -99.9% | 548 | -2.7% | 0.08% | -2.3% |
| Q3 2022 | $123,000 | -6.1% | 563 | -3.1% | 0.09% | +7.5% |
| Q2 2022 | $131,000 | -18.6% | 581 | -3.2% | 0.08% | -16.7% |
| Q1 2022 | $161,000 | -1.2% | 600 | +4.3% | 0.10% | +2.1% |
| Q4 2021 | $163,000 | +7.9% | 575 | 0.0% | 0.09% | -3.1% |
| Q3 2021 | $151,000 | -1.3% | 575 | +1.1% | 0.10% | -2.0% |
| Q2 2021 | $153,000 | 0.0% | 569 | -3.1% | 0.10% | -6.6% |
| Q1 2021 | $153,000 | +13.3% | 587 | 0.0% | 0.11% | +2.9% |
| Q4 2020 | $135,000 | +87.5% | 587 | +51.3% | 0.10% | +53.7% |
| Q3 2020 | $72,000 | +4.3% | 388 | 0.0% | 0.07% | -2.9% |
| Q2 2020 | $69,000 | +6.2% | 388 | -13.8% | 0.07% | -6.8% |
| Q1 2020 | $65,000 | -24.4% | 450 | +7.1% | 0.07% | +1.4% |
| Q4 2019 | $86,000 | – | 420 | – | 0.07% | – |
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% |