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 | $3,529 | -4.4% | 14,152 | +0.3% | 0.88% | +1.2% |
| Q2 2023 | $3,691 | +4.3% | 14,116 | -0.2% | 0.86% | -2.6% |
| Q1 2023 | $3,538 | -28.9% | 14,141 | -31.3% | 0.89% | -32.9% |
| Q4 2022 | $4,979 | -99.9% | 20,585 | -5.6% | 1.32% | -32.5% |
| Q3 2022 | $4,782,000 | -8.9% | 21,811 | -6.0% | 1.96% | -3.3% |
| Q2 2022 | $5,250,000 | -15.6% | 23,207 | +0.1% | 2.03% | -1.6% |
| Q1 2022 | $6,224,000 | -16.9% | 23,193 | -12.3% | 2.06% | -9.5% |
| Q4 2021 | $7,489,000 | +5.2% | 26,455 | -2.2% | 2.28% | -3.5% |
| Q3 2021 | $7,119,000 | -3.2% | 27,062 | -1.2% | 2.36% | -1.5% |
| Q2 2021 | $7,358,000 | +3403.8% | 27,381 | +3301.4% | 2.40% | +2563.3% |
| Q1 2021 | $210,000 | – | 805 | – | 0.09% | – |
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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% |