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 2019 | $1,957,000 | +189.9% | 9,557 | +173.6% | 0.87% | +45.7% |
| Q3 2019 | $675,000 | +6.1% | 3,493 | +4.0% | 0.60% | 0.0% |
| Q2 2019 | $636,000 | +51.4% | 3,358 | +51.3% | 0.60% | +32.1% |
| Q1 2019 | $420,000 | +17.6% | 2,219 | +3.1% | 0.45% | -8.9% |
| Q4 2018 | $357,000 | +7.5% | 2,153 | +30.6% | 0.50% | +54.5% |
| Q3 2018 | $332,000 | +9.9% | 1,649 | +6.2% | 0.32% | +8.8% |
| Q2 2018 | $302,000 | +39.8% | 1,552 | +34.6% | 0.30% | +26.1% |
| Q1 2018 | $216,000 | +92.9% | 1,153 | +83.3% | 0.23% | +136.4% |
| Q3 2017 | $112,000 | +600.0% | 629 | +598.9% | 0.10% | +518.8% |
| Q2 2017 | $16,000 | – | 90 | – | 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% |