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 | $436,100 | -5.1% | 1,741 | -0.9% | 0.07% | -1.4% |
| Q2 2023 | $459,421 | +2.9% | 1,757 | -1.6% | 0.07% | +1.4% |
| Q1 2023 | $446,536 | +2.3% | 1,785 | -1.1% | 0.07% | +3.0% |
| Q4 2022 | $436,611 | +65.4% | 1,805 | +49.9% | 0.07% | +52.3% |
| Q3 2022 | $264,000 | -2.9% | 1,204 | 0.0% | 0.04% | +2.3% |
| Q2 2022 | $272,000 | -15.8% | 1,204 | 0.0% | 0.04% | -4.4% |
| Q1 2022 | $323,000 | +3.2% | 1,204 | +8.8% | 0.04% | -4.3% |
| Q4 2021 | $313,000 | +11.4% | 1,107 | +3.7% | 0.05% | +6.8% |
| Q3 2021 | $281,000 | -2.1% | 1,068 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $287,000 | +3.2% | 1,068 | 0.0% | 0.04% | -6.2% |
| Q1 2021 | $278,000 | +13.5% | 1,068 | 0.0% | 0.05% | +6.7% |
| Q4 2020 | $245,000 | +22.5% | 1,068 | -0.9% | 0.04% | +15.4% |
| Q3 2020 | $200,000 | -52.8% | 1,078 | -63.3% | 0.04% | -70.0% |
| Q1 2016 | $424,000 | – | 2,939 | – | 0.13% | – |
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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% |