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 | $1,210,116 | -5.6% | 4,853 | -1.0% | 0.28% | -3.8% |
| Q2 2023 | $1,282,057 | +1.3% | 4,903 | -3.1% | 0.29% | -3.3% |
| Q1 2023 | $1,265,329 | +0.3% | 5,058 | -3.0% | 0.30% | -21.4% |
| Q4 2022 | $1,260,992 | +36.2% | 5,213 | +23.4% | 0.38% | +22.7% |
| Q3 2022 | $926,000 | -5.8% | 4,225 | -2.8% | 0.31% | -4.9% |
| Q2 2022 | $983,000 | +21.4% | 4,347 | +44.1% | 0.33% | +31.1% |
| Q1 2022 | $810,000 | -7.7% | 3,017 | -2.7% | 0.25% | -8.1% |
| Q4 2021 | $878,000 | +16.8% | 3,101 | +8.5% | 0.27% | +5.4% |
| Q3 2021 | $752,000 | -7.4% | 2,858 | -5.4% | 0.26% | -15.1% |
| Q2 2021 | $812,000 | +1.1% | 3,021 | -2.1% | 0.30% | -8.4% |
| Q1 2021 | $803,000 | +25.9% | 3,085 | +11.1% | 0.33% | +14.4% |
| Q4 2020 | $638,000 | +29.7% | 2,778 | +4.6% | 0.29% | +9.8% |
| Q3 2020 | $492,000 | +8.4% | 2,655 | +4.0% | 0.26% | -4.3% |
| Q2 2020 | $454,000 | – | 2,554 | – | 0.28% | – |
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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% |