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 | $1,962,870 | -7.0% | 7,872 | -2.5% | 0.23% | -7.6% |
Q2 2023 | $2,111,699 | +21.9% | 8,076 | +16.6% | 0.25% | +24.3% |
Q1 2023 | $1,732,976 | +2.3% | 6,927 | -1.1% | 0.20% | -12.2% |
Q4 2022 | $1,694,669 | +8.1% | 7,006 | -2.0% | 0.23% | +1.3% |
Q3 2022 | $1,568,000 | -10.9% | 7,151 | -8.0% | 0.23% | -15.3% |
Q2 2022 | $1,759,000 | -14.3% | 7,775 | +1.6% | 0.27% | -10.4% |
Q1 2022 | $2,053,000 | – | 7,651 | – | 0.30% | – |
Download |
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% |