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 | $8,033,281 | +2.1% | 32,216 | +7.1% | 0.68% | -3.2% |
| Q2 2023 | $7,869,177 | +4.3% | 30,094 | -0.2% | 0.70% | -1.1% |
| Q1 2023 | $7,547,057 | +94049.9% | 30,168 | -9.0% | 0.71% | -11.5% |
| Q4 2022 | $8,016 | -99.9% | 33,140 | -29.2% | 0.80% | -14.5% |
| Q3 2022 | $10,266,000 | +43.3% | 46,823 | +47.9% | 0.93% | +22.6% |
| Q2 2022 | $7,164,000 | -9.8% | 31,667 | +7.0% | 0.76% | -5.0% |
| Q1 2022 | $7,943,000 | -1.2% | 29,601 | +4.2% | 0.80% | +2.2% |
| Q4 2021 | $8,041,000 | +16.2% | 28,406 | +8.0% | 0.78% | +5.2% |
| Q3 2021 | $6,917,000 | -4.4% | 26,296 | -2.3% | 0.74% | -7.3% |
| Q2 2021 | $7,233,000 | +4.9% | 26,918 | +1.6% | 0.80% | -6.4% |
| Q1 2021 | $6,895,000 | +10.0% | 26,493 | -2.9% | 0.86% | -1.0% |
| Q4 2020 | $6,271,000 | +9.8% | 27,288 | -11.5% | 0.87% | -6.2% |
| Q3 2020 | $5,713,000 | -5.5% | 30,830 | -9.4% | 0.92% | -15.1% |
| Q2 2020 | $6,047,000 | +35.7% | 34,010 | +9.8% | 1.09% | +9.5% |
| Q1 2020 | $4,457,000 | -23.5% | 30,986 | +9.4% | 1.00% | -6.5% |
| Q4 2019 | $5,828,000 | -11.9% | 28,319 | -17.3% | 1.06% | -17.1% |
| Q3 2019 | $6,617,000 | – | 34,244 | – | 1.28% | – |
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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% |