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 | $559,302 | +7.0% | 2,243 | +12.2% | 0.02% | +14.3% |
| Q2 2023 | $522,709 | +22.7% | 1,999 | +17.4% | 0.01% | +16.7% |
| Q1 2023 | $426,095 | +12.3% | 1,703 | +8.6% | 0.01% | +20.0% |
| Q4 2022 | $379,358 | +17.8% | 1,568 | +6.7% | 0.01% | +11.1% |
| Q3 2022 | $322,000 | +9.2% | 1,470 | +12.6% | 0.01% | +12.5% |
| Q2 2022 | $295,000 | -16.2% | 1,306 | -0.5% | 0.01% | 0.0% |
| Q1 2022 | $352,000 | -1.9% | 1,312 | +3.5% | 0.01% | +14.3% |
| Q4 2021 | $359,000 | 0.0% | 1,268 | -7.0% | 0.01% | -12.5% |
| Q3 2021 | $359,000 | -0.8% | 1,363 | +1.3% | 0.01% | 0.0% |
| Q2 2021 | $362,000 | -1.1% | 1,345 | -4.4% | 0.01% | -11.1% |
| Q1 2021 | $366,000 | +33.6% | 1,407 | +18.0% | 0.01% | +28.6% |
| Q4 2020 | $274,000 | – | 1,192 | – | 0.01% | – |
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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% |