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 | $293,702 | -10.0% | 1,208 | -1.6% | 0.07% | -4.0% |
| Q2 2023 | $326,320 | -12.8% | 1,228 | -20.4% | 0.08% | -11.8% |
| Q1 2023 | $374,294 | +10.6% | 1,543 | +10.3% | 0.08% | +14.9% |
| Q4 2022 | $338,404 | +13.9% | 1,399 | +3.2% | 0.07% | +5.7% |
| Q3 2022 | $297,000 | -2.0% | 1,355 | +0.9% | 0.07% | +2.9% |
| Q2 2022 | $303,000 | -14.4% | 1,343 | +2.1% | 0.07% | -1.4% |
| Q1 2022 | $354,000 | -4.8% | 1,316 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $372,000 | +8.8% | 1,316 | +1.2% | 0.07% | +7.6% |
| Q3 2021 | $342,000 | +470.0% | 1,300 | +477.8% | 0.07% | +450.0% |
| Q2 2021 | $60,000 | +1.7% | 225 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $59,000 | +7.3% | 225 | -24.2% | 0.01% | 0.0% |
| Q3 2020 | $55,000 | +1.9% | 297 | -2.9% | 0.01% | -7.1% |
| Q2 2020 | $54,000 | +14.9% | 306 | -6.4% | 0.01% | +7.7% |
| Q1 2020 | $47,000 | -34.7% | 327 | -7.1% | 0.01% | -23.5% |
| Q4 2019 | $72,000 | – | 352 | – | 0.02% | – |
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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% |