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 | $5,465,647 | -7.4% | 21,920 | -2.9% | 3.34% | +0.5% |
| Q2 2023 | $5,903,847 | +1.1% | 22,579 | -3.2% | 3.33% | -6.2% |
| Q1 2023 | $5,837,607 | +2.0% | 23,335 | -1.4% | 3.55% | +0.4% |
| Q4 2022 | $5,722,991 | +9.9% | 23,659 | -0.4% | 3.53% | +2.0% |
| Q3 2022 | $5,209,000 | -2.3% | 23,759 | +0.8% | 3.46% | +4.8% |
| Q2 2022 | $5,333,000 | -15.9% | 23,574 | -0.3% | 3.30% | -0.5% |
| Q1 2022 | $6,345,000 | -11.0% | 23,644 | -6.1% | 3.32% | -5.9% |
| Q4 2021 | $7,130,000 | +8.5% | 25,188 | +0.9% | 3.53% | -7.1% |
| Q3 2021 | $6,569,000 | -3.1% | 24,972 | -1.0% | 3.80% | -3.6% |
| Q2 2021 | $6,779,000 | +2.5% | 25,228 | -0.7% | 3.94% | -2.3% |
| Q1 2021 | $6,613,000 | +8.7% | 25,406 | -4.0% | 4.04% | +11.3% |
| Q4 2020 | $6,084,000 | -78.6% | 26,473 | +403.7% | 3.63% | -65.8% |
| Q3 2020 | $28,366,000 | +461.4% | 5,256 | -81.5% | 10.60% | +192.7% |
| Q2 2020 | $5,053,000 | +23.5% | 28,415 | -0.1% | 3.62% | +5.5% |
| Q1 2020 | $4,091,000 | -17.8% | 28,439 | +17.7% | 3.43% | +3.5% |
| Q4 2019 | $4,974,000 | +10.1% | 24,167 | +3.3% | 3.32% | -1.0% |
| Q3 2019 | $4,519,000 | -5.6% | 23,388 | -5.1% | 3.35% | -6.9% |
| Q2 2019 | $4,785,000 | +33.8% | 24,632 | +30.4% | 3.59% | +27.0% |
| Q1 2019 | $3,577,000 | – | 18,888 | – | 2.83% | – |
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% |