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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $542 | -63.9% | 2 | -66.7% | 0.00% | – |
| Q1 2023 | $1,500 | -98.0% | 6 | -98.1% | 0.00% | -100.0% |
| Q4 2022 | $74,502 | +86.3% | 308 | +67.4% | 0.00% | +100.0% |
| Q3 2022 | $40,000 | +66.7% | 184 | +70.4% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -57.1% | 108 | -48.6% | 0.00% | 0.0% |
| Q1 2022 | $56,000 | -63.4% | 210 | -61.2% | 0.00% | -75.0% |
| Q4 2021 | $153,000 | +15200.0% | 541 | +17933.3% | 0.00% | – |
| Q2 2021 | $1,000 | -50.0% | 3 | -70.0% | 0.00% | – |
| Q4 2020 | $2,000 | – | 10 | – | 0.00% | – |
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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% |