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 | $39,148 | +50.6% | 157 | +35.3% | 0.01% | +33.3% |
Q2 2022 | $26,000 | -16.1% | 116 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $31,000 | 0.0% | 116 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $31,000 | 0.0% | 116 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $31,000 | +3.3% | 116 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $30,000 | +11.1% | 116 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $27,000 | +28.6% | 116 | 0.0% | 0.01% | +33.3% |
Q3 2020 | $21,000 | 0.0% | 116 | 0.0% | 0.01% | -25.0% |
Q2 2020 | $21,000 | +23.5% | 116 | 0.0% | 0.01% | +14.3% |
Q1 2020 | $17,000 | -55.3% | 116 | -37.6% | 0.01% | -41.7% |
Q4 2019 | $38,000 | +5.6% | 186 | 0.0% | 0.01% | -7.7% |
Q3 2019 | $36,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $36,000 | +2.9% | 186 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $35,000 | – | 186 | – | 0.01% | – |
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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% |