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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $13,493,000 | +4.3% | 78,805 | +0.7% | 7.10% | +0.2% |
| Q4 2016 | $12,942,000 | +9.6% | 78,275 | +2.5% | 7.09% | +6.4% |
| Q3 2016 | $11,809,000 | +6.8% | 76,331 | +3.1% | 6.66% | +7.3% |
| Q2 2016 | $11,056,000 | +10.2% | 74,008 | +6.3% | 6.21% | +7.0% |
| Q1 2016 | $10,036,000 | +7.0% | 69,601 | +3.4% | 5.80% | +7.4% |
| Q4 2015 | $9,379,000 | +22.0% | 67,321 | +19.6% | 5.40% | +11.5% |
| Q3 2015 | $7,687,000 | +1.6% | 56,269 | +11.5% | 4.85% | +2.0% |
| Q2 2015 | $7,566,000 | +15.6% | 50,447 | +17.1% | 4.75% | +15.1% |
| Q1 2015 | $6,546,000 | +48.5% | 43,073 | +41.5% | 4.13% | +41.3% |
| Q4 2014 | $4,409,000 | +70.2% | 30,450 | +60.8% | 2.92% | +62.4% |
| Q3 2014 | $2,590,000 | +5.2% | 18,940 | +10.1% | 1.80% | -10.4% |
| Q2 2014 | $2,462,000 | +14.3% | 17,210 | +9.8% | 2.01% | +13.8% |
| Q1 2014 | $2,154,000 | +3.9% | 15,670 | +1.2% | 1.76% | +3.3% |
| Q4 2013 | $2,073,000 | – | 15,490 | – | 1.71% | – |
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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% |