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 2019 | $1,531,000 | +17.5% | 7,922 | +17.7% | 3.13% | +153.5% |
| Q2 2019 | $1,303,000 | -18.8% | 6,729 | -20.7% | 1.23% | -5.1% |
| Q1 2019 | $1,605,000 | +57.2% | 8,486 | +38.1% | 1.30% | +28.7% |
| Q4 2018 | $1,021,000 | -42.6% | 6,147 | -30.5% | 1.01% | -33.7% |
| Q3 2018 | $1,778,000 | +20.2% | 8,845 | -20.5% | 1.53% | -2.7% |
| Q2 2018 | $1,479,000 | +21.4% | 11,127 | +71.5% | 1.57% | +33.4% |
| Q1 2018 | $1,218,000 | -28.6% | 6,488 | -26.1% | 1.18% | -23.7% |
| Q4 2017 | $1,706,000 | – | 8,782 | – | 1.54% | – |
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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% |