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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,073,000 | +6.5% | 19,790 | 0.0% | 4.95% | +23.3% |
| Q3 2019 | $3,824,000 | -0.5% | 19,790 | 0.0% | 4.01% | +3.6% |
| Q2 2019 | $3,844,000 | +2.6% | 19,790 | 0.0% | 3.88% | +15.4% |
| Q1 2019 | $3,748,000 | +14.1% | 19,790 | 0.0% | 3.36% | +9.6% |
| Q4 2018 | $3,286,000 | -17.5% | 19,790 | 0.0% | 3.06% | -1.1% |
| Q3 2018 | $3,984,000 | +3.3% | 19,790 | 0.0% | 3.10% | -33.7% |
| Q2 2018 | $3,855,000 | +3.9% | 19,790 | 0.0% | 4.67% | -3.7% |
| Q1 2018 | $3,712,000 | -22.1% | 19,790 | -21.2% | 4.85% | -14.6% |
| Q4 2017 | $4,763,000 | -30.7% | 25,100 | -34.6% | 5.68% | -27.8% |
| Q3 2017 | $6,870,000 | +2.8% | 38,400 | 0.0% | 7.86% | +10.0% |
| Q2 2017 | $6,680,000 | +1.6% | 38,400 | 0.0% | 7.14% | +4.4% |
| Q1 2017 | $6,575,000 | – | 38,400 | – | 6.84% | – |
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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% |