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 2018 | $612,000 | -53.0% | 3,262 | -52.5% | 0.19% | -51.0% |
| Q4 2017 | $1,303,000 | -36.5% | 6,865 | -40.1% | 0.38% | -20.8% |
| Q3 2017 | $2,051,000 | -11.4% | 11,463 | -13.9% | 0.48% | -17.5% |
| Q2 2017 | $2,316,000 | -67.2% | 13,312 | -67.8% | 0.59% | -68.4% |
| Q1 2017 | $7,069,000 | +875.0% | 41,288 | +841.1% | 1.86% | +711.8% |
| Q4 2016 | $725,000 | -85.3% | 4,387 | -86.2% | 0.23% | -88.0% |
| Q3 2016 | $4,922,000 | +29.1% | 31,817 | +22.2% | 1.91% | -0.6% |
| Q2 2016 | $3,813,000 | +28.2% | 26,041 | +26.2% | 1.92% | +12.2% |
| Q1 2016 | $2,975,000 | +13.4% | 20,630 | +9.5% | 1.71% | +16.4% |
| Q4 2015 | $2,624,000 | – | 18,834 | – | 1.47% | – |
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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% |