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 | $15,561,934 | -4.6% | 62,410 | 0.0% | 6.57% | -3.0% |
| Q2 2023 | $16,318,967 | +19.3% | 62,410 | +14.1% | 6.77% | -2.1% |
| Q1 2023 | $13,683,752 | -10.9% | 54,700 | -13.8% | 6.92% | +0.1% |
| Q4 2022 | $15,356,387 | +10.3% | 63,485 | 0.0% | 6.91% | +2.1% |
| Q3 2022 | $13,920,000 | -3.1% | 63,485 | 0.0% | 6.77% | +1.4% |
| Q2 2022 | $14,362,000 | -17.0% | 63,485 | -1.5% | 6.68% | -2.0% |
| Q1 2022 | $17,297,000 | -5.2% | 64,460 | 0.0% | 6.81% | +6.3% |
| Q4 2021 | $18,247,000 | +7.6% | 64,460 | 0.0% | 6.40% | +0.5% |
| Q3 2021 | $16,957,000 | -2.1% | 64,460 | 0.0% | 6.37% | -2.2% |
| Q2 2021 | $17,322,000 | +6.7% | 64,460 | +3.3% | 6.52% | -1.9% |
| Q1 2021 | $16,234,000 | +299.1% | 62,375 | +252.4% | 6.64% | +111.0% |
| Q4 2020 | $4,068,000 | +1527.2% | 17,700 | +1211.1% | 3.15% | +62.4% |
| Q3 2020 | $250,000 | +4.2% | 1,350 | 0.0% | 1.94% | +13.9% |
| Q2 2020 | $240,000 | +48.1% | 1,350 | +20.0% | 1.70% | -1.7% |
| Q1 2020 | $162,000 | -94.5% | 1,125 | -92.2% | 1.73% | -36.0% |
| Q4 2019 | $2,950,000 | – | 14,335 | – | 2.71% | – |
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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% |