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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $20,838,000 | +11.8% | 73,612 | +3.9% | 8.60% | +3.4% |
| Q3 2021 | $18,638,000 | +1.8% | 70,849 | +4.0% | 8.32% | +2.3% |
| Q2 2021 | $18,311,000 | +37.6% | 68,141 | +33.3% | 8.13% | +31.7% |
| Q1 2021 | $13,306,000 | +13.2% | 51,120 | -0.1% | 6.18% | +2.1% |
| Q4 2020 | $11,758,000 | +12.9% | 51,160 | -8.9% | 6.05% | +2.7% |
| Q3 2020 | $10,411,000 | +4.5% | 56,180 | +0.3% | 5.89% | -1.6% |
| Q2 2020 | $9,959,000 | +3.8% | 56,004 | -16.1% | 5.98% | -11.6% |
| Q1 2020 | $9,598,000 | -26.9% | 66,718 | +4.6% | 6.77% | -20.6% |
| Q4 2019 | $13,134,000 | +11.5% | 63,814 | +4.7% | 8.53% | +0.9% |
| Q3 2019 | $11,780,000 | +0.2% | 60,964 | +0.7% | 8.46% | -4.4% |
| Q2 2019 | $11,758,000 | +3.2% | 60,525 | +0.6% | 8.84% | -0.2% |
| Q1 2019 | $11,392,000 | +16.6% | 60,147 | +2.2% | 8.86% | +3.3% |
| Q4 2018 | $9,771,000 | – | 58,842 | – | 8.58% | – |
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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% |