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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $341,754 | +4.5% | 1,307 | 0.0% | 0.73% | -5.4% |
| Q1 2023 | $326,959 | -2.7% | 1,307 | +4.9% | 0.77% | +867.5% |
| Q4 2021 | $336,000 | +5500.0% | 1,246 | +3793.8% | 0.08% | +1233.3% |
| Q2 2020 | $6,000 | +50.0% | 32 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $4,000 | -76.5% | 32 | -61.0% | 0.01% | -70.6% |
| Q4 2019 | $17,000 | -86.2% | 82 | -87.0% | 0.02% | -86.8% |
| Q2 2019 | $123,000 | -33.9% | 633 | -35.7% | 0.13% | -33.5% |
| Q1 2019 | $186,000 | -74.3% | 984 | -77.4% | 0.19% | -74.7% |
| Q4 2018 | $724,000 | -19.0% | 4,359 | -1.8% | 0.77% | -10.9% |
| Q3 2018 | $894,000 | +12.2% | 4,439 | +8.4% | 0.86% | +8.2% |
| Q2 2018 | $797,000 | -49.5% | 4,094 | -51.3% | 0.80% | -41.7% |
| Q1 2018 | $1,578,000 | -5.8% | 8,411 | -4.8% | 1.37% | -3.7% |
| Q4 2017 | $1,676,000 | – | 8,832 | – | 1.42% | – |
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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% |