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 | $2,914,569 | -8.9% | 11,689 | -4.5% | 1.14% | -10.6% |
| Q2 2023 | $3,199,512 | -50.6% | 12,236 | -52.7% | 1.28% | -54.4% |
| Q1 2023 | $6,474,858 | -3.3% | 25,883 | -6.5% | 2.81% | +11.3% |
| Q4 2022 | $6,698,324 | -30.0% | 27,692 | -36.5% | 2.53% | -36.0% |
| Q3 2022 | $9,568,000 | -11.5% | 43,636 | -8.7% | 3.95% | -12.2% |
| Q2 2022 | $10,816,000 | -16.4% | 47,810 | -0.9% | 4.49% | -7.3% |
| Q1 2022 | $12,940,000 | -10.2% | 48,223 | -12.7% | 4.85% | -14.7% |
| Q4 2021 | $14,417,000 | +90.2% | 55,234 | +91.7% | 5.69% | +61.5% |
| Q3 2021 | $7,580,000 | +1.0% | 28,815 | +3.2% | 3.52% | -3.1% |
| Q2 2021 | $7,507,000 | +17.5% | 27,935 | +13.8% | 3.64% | -2.6% |
| Q1 2021 | $6,390,000 | +46.9% | 24,550 | +38.6% | 3.73% | +22.3% |
| Q4 2020 | $4,349,000 | -18.4% | 17,714 | -38.4% | 3.05% | -33.0% |
| Q3 2020 | $5,328,000 | +72.8% | 28,752 | +65.9% | 4.55% | +57.6% |
| Q2 2020 | $3,083,000 | +131.6% | 17,336 | +87.4% | 2.89% | +76.8% |
| Q1 2020 | $1,331,000 | -66.4% | 9,252 | -51.9% | 1.63% | -60.2% |
| Q4 2019 | $3,961,000 | – | 19,246 | – | 4.10% | – |
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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% |