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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $12,477,000 | -18.2% | 75,138 | -0.8% | 5.79% | -8.2% |
| Q3 2018 | $15,250,000 | +2.5% | 75,760 | -0.9% | 6.31% | -0.2% |
| Q2 2018 | $14,885,000 | +0.0% | 76,417 | -3.7% | 6.32% | +2.3% |
| Q1 2018 | $14,878,000 | +6.7% | 79,319 | +7.9% | 6.18% | +6.3% |
| Q4 2017 | $13,949,000 | +19.7% | 73,502 | +12.9% | 5.81% | +14.9% |
| Q3 2017 | $11,650,000 | +29.6% | 65,119 | +26.0% | 5.06% | +25.0% |
| Q2 2017 | $8,989,000 | -1.0% | 51,674 | -2.5% | 4.05% | -5.4% |
| Q1 2017 | $9,079,000 | – | 53,023 | – | 4.28% | – |
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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% |