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 | $103,352 | -4.6% | 414 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $108,379 | +4.7% | 414 | 0.0% | 0.05% | -6.9% |
| Q1 2023 | $103,469 | +3.7% | 414 | +0.5% | 0.06% | -6.5% |
| Q4 2022 | $99,771 | -23.3% | 412 | -30.3% | 0.06% | -23.5% |
| Q3 2022 | $130,000 | +39.8% | 591 | +44.5% | 0.08% | +50.0% |
| Q2 2022 | $93,000 | -17.0% | 409 | -2.2% | 0.05% | 0.0% |
| Q1 2022 | $112,000 | -12.5% | 418 | -7.9% | 0.05% | 0.0% |
| Q4 2021 | $128,000 | +7.6% | 454 | +0.2% | 0.05% | -5.3% |
| Q3 2021 | $119,000 | -3.3% | 453 | -1.1% | 0.06% | -5.0% |
| Q2 2021 | $123,000 | -40.9% | 458 | -55.8% | 0.06% | -61.0% |
| Q3 2018 | $208,000 | -4.6% | 1,036 | -7.7% | 0.15% | -10.5% |
| Q2 2018 | $218,000 | – | 1,122 | – | 0.17% | – |
Download | ||||||
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% |