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 | $1,055,748 | -89.2% | 4,234 | -88.7% | 3.69% | -73.1% |
| Q2 2023 | $9,809,946 | +51.2% | 37,517 | -13.3% | 13.69% | +85.5% |
| Q2 2015 | $6,488,000 | +0.1% | 43,262 | +1.5% | 7.38% | +7.1% |
| Q1 2015 | $6,480,000 | +9.2% | 42,636 | +4.0% | 6.89% | -4.1% |
| Q4 2014 | $5,935,000 | +1.1% | 40,989 | -4.5% | 7.18% | -3.1% |
| Q3 2014 | $5,868,000 | -4.8% | 42,915 | -0.4% | 7.41% | +8.3% |
| Q2 2014 | $6,165,000 | +4.5% | 43,086 | +0.4% | 6.85% | -5.5% |
| Q1 2014 | $5,900,000 | -3.5% | 42,920 | -6.1% | 7.24% | -10.2% |
| Q4 2013 | $6,115,000 | +9.9% | 45,697 | +2.0% | 8.06% | +5.9% |
| Q3 2013 | $5,562,000 | +6.8% | 44,802 | -0.7% | 7.62% | -24.2% |
| Q2 2013 | $5,210,000 | – | 45,107 | – | 10.05% | – |
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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% |