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 | $1,596,517 | -0.5% | 6,403 | +4.4% | 0.08% | -1.2% |
| Q2 2023 | $1,604,106 | -36.4% | 6,135 | -39.1% | 0.08% | -40.4% |
| Q1 2023 | $2,520,800 | +71.1% | 10,077 | +65.4% | 0.14% | +54.5% |
| Q4 2022 | $1,473,576 | -33.0% | 6,092 | -39.3% | 0.09% | -36.2% |
| Q3 2022 | $2,201,000 | +61.0% | 10,036 | +66.2% | 0.14% | +53.3% |
| Q2 2022 | $1,367,000 | +421.8% | 6,040 | +499.2% | 0.09% | +462.5% |
| Q1 2021 | $262,000 | -40.3% | 1,008 | -65.7% | 0.02% | -75.8% |
| Q2 2016 | $439,000 | +3.3% | 2,937 | -0.3% | 0.07% | +1.5% |
| Q1 2016 | $425,000 | -1.6% | 2,945 | -5.1% | 0.06% | +4.8% |
| Q4 2015 | $432,000 | +2.1% | 3,103 | +0.3% | 0.06% | -16.2% |
| Q3 2015 | $423,000 | -3.4% | 3,094 | +6.0% | 0.07% | +27.6% |
| Q2 2015 | $438,000 | +0.5% | 2,918 | +1.7% | 0.06% | 0.0% |
| Q1 2015 | $436,000 | -3.5% | 2,870 | -8.0% | 0.06% | -7.9% |
| Q4 2014 | $452,000 | – | 3,119 | – | 0.06% | – |
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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% |