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 | $4,122 | +90.3% | 16,531 | +99.6% | 0.60% | +47.8% |
| Q2 2023 | $2,166 | +7.2% | 8,284 | +2.6% | 0.41% | -3.1% |
| Q1 2023 | $2,021 | -99.8% | 8,078 | +62.3% | 0.42% | +44.5% |
| Q4 2022 | $1,204,128 | +53.4% | 4,978 | +39.1% | 0.29% | +38.8% |
| Q3 2022 | $785,000 | -6.7% | 3,578 | -3.7% | 0.21% | -2.8% |
| Q2 2022 | $841,000 | +177.6% | 3,717 | +228.9% | 0.22% | +216.2% |
| Q1 2022 | $303,000 | -5.3% | 1,130 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $320,000 | +7.7% | 1,130 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $297,000 | -2.3% | 1,130 | 0.0% | 0.07% | -2.9% |
| Q2 2021 | $304,000 | +3.4% | 1,130 | 0.0% | 0.07% | -4.1% |
| Q1 2021 | $294,000 | +13.1% | 1,130 | 0.0% | 0.07% | +12.3% |
| Q4 2020 | $260,000 | +24.4% | 1,130 | 0.0% | 0.06% | +44.4% |
| Q3 2020 | $209,000 | +4.0% | 1,130 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $201,000 | – | 1,130 | – | 0.04% | – |
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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% |