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 | $24,200,415 | +0.5% | 97,054 | +5.4% | 0.03% | +7.1% |
| Q2 2023 | $24,075,771 | -57.6% | 92,075 | -59.4% | 0.03% | -58.2% |
| Q1 2023 | $56,775,563 | +3.4% | 226,957 | 0.0% | 0.07% | +3.1% |
| Q4 2022 | $54,899,000 | +12.1% | 226,957 | +4.8% | 0.06% | +18.2% |
| Q2 2022 | $48,994,000 | +72.7% | 216,569 | +104.8% | 0.06% | +150.0% |
| Q1 2022 | $28,371,000 | +94.3% | 105,728 | +4.2% | 0.02% | -26.7% |
| Q1 2020 | $14,602,000 | -30.1% | 101,500 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $20,891,000 | – | 101,500 | – | 0.03% | – |
Download | ||||||
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% |