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 | $3,745,237 | +2213.9% | 15,020 | +2326.5% | 0.43% | +2405.9% |
| Q2 2023 | $161,856 | +4.5% | 619 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $154,849 | -90.6% | 619 | -92.3% | 0.02% | -96.7% |
| Q4 2019 | $1,653,000 | +19.1% | 8,032 | +11.8% | 0.52% | +10.1% |
| Q3 2019 | $1,388,000 | -44.4% | 7,182 | -44.1% | 0.48% | -46.2% |
| Q2 2019 | $2,495,000 | +31.6% | 12,843 | +28.3% | 0.88% | +24.7% |
| Q1 2019 | $1,896,000 | -15.7% | 10,011 | -26.1% | 0.71% | -34.7% |
| Q4 2018 | $2,248,000 | -36.7% | 13,540 | -23.3% | 1.08% | -26.7% |
| Q3 2018 | $3,552,000 | +12.3% | 17,646 | +8.6% | 1.48% | +11.4% |
| Q2 2018 | $3,164,000 | +50.2% | 16,246 | +44.7% | 1.33% | +17.8% |
| Q1 2018 | $2,106,000 | +131.4% | 11,225 | +134.1% | 1.13% | +150.3% |
| Q4 2017 | $910,000 | – | 4,794 | – | 0.45% | – |
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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% |