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 | $7,567,274 | +2.4% | 30,348 | +7.4% | 2.74% | +5.1% |
| Q2 2023 | $7,389,686 | +15.9% | 28,261 | +10.9% | 2.61% | +7.2% |
| Q1 2023 | $6,376,078 | +8.6% | 25,488 | +5.0% | 2.43% | +1.5% |
| Q4 2022 | $5,871,154 | +1.5% | 24,272 | -8.0% | 2.40% | -10.0% |
| Q3 2022 | $5,786,000 | -1.5% | 26,391 | +1.6% | 2.66% | +3.5% |
| Q2 2022 | $5,875,000 | +2.3% | 25,969 | +21.4% | 2.58% | +11.8% |
| Q1 2022 | $5,742,000 | +20.6% | 21,400 | +27.2% | 2.30% | +19.3% |
| Q4 2021 | $4,763,000 | +13.9% | 16,827 | +5.9% | 1.93% | +6.5% |
| Q3 2021 | $4,180,000 | -2.1% | 15,890 | 0.0% | 1.81% | -5.8% |
| Q2 2021 | $4,270,000 | +3.2% | 15,890 | 0.0% | 1.92% | +17.1% |
| Q1 2021 | $4,136,000 | +42.8% | 15,890 | +26.0% | 1.64% | +7.2% |
| Q4 2020 | $2,897,000 | – | 12,607 | – | 1.53% | – |
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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% |