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 | $876,465 | +24.6% | 3,515 | +30.7% | 0.10% | +31.6% |
| Q2 2023 | $703,381 | +4.5% | 2,690 | 0.0% | 0.08% | -3.7% |
| Q1 2023 | $672,930 | +3.4% | 2,690 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $650,684 | +10.3% | 2,690 | 0.0% | 0.08% | +2.5% |
| Q3 2022 | $590,000 | -3.1% | 2,690 | 0.0% | 0.08% | +2.6% |
| Q2 2022 | $609,000 | -12.4% | 2,690 | +3.9% | 0.08% | +5.5% |
| Q1 2022 | $695,000 | -5.2% | 2,590 | 0.0% | 0.07% | -2.7% |
| Q4 2021 | $733,000 | – | 2,590 | – | 0.08% | – |
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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% |