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 | $5,753,120 | -15.1% | 23,072 | -10.9% | 1.48% | -11.0% |
| Q2 2023 | $6,774,060 | +2.4% | 25,907 | -2.0% | 1.66% | +2.7% |
| Q1 2023 | $6,614,733 | +2.5% | 26,442 | -0.9% | 1.62% | -4.3% |
| Q4 2022 | $6,454,329 | +4.0% | 26,683 | -5.7% | 1.69% | +1.7% |
| Q3 2022 | $6,207,000 | -0.9% | 28,309 | +2.2% | 1.66% | -4.4% |
| Q2 2022 | $6,265,000 | -42.1% | 27,693 | -31.3% | 1.74% | -38.7% |
| Q1 2022 | $10,819,000 | -0.8% | 40,318 | +4.6% | 2.84% | +13.9% |
| Q4 2021 | $10,909,000 | +12.8% | 38,538 | +4.8% | 2.49% | -4.1% |
| Q3 2021 | $9,673,000 | +2.4% | 36,768 | +4.6% | 2.60% | -2.1% |
| Q2 2021 | $9,449,000 | +6.1% | 35,163 | +2.8% | 2.65% | -4.0% |
| Q1 2021 | $8,904,000 | +24.7% | 34,210 | +10.1% | 2.76% | +7.3% |
| Q4 2020 | $7,143,000 | +7.6% | 31,081 | -13.2% | 2.57% | -1.3% |
| Q3 2020 | $6,636,000 | +49.4% | 35,809 | +43.3% | 2.61% | +19.3% |
| Q2 2020 | $4,443,000 | – | 24,985 | – | 2.19% | – |
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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% |