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 | $530,198 | -4.6% | 2,126 | 0.0% | 0.37% | -5.9% |
| Q2 2023 | $555,991 | +9.0% | 2,126 | +4.2% | 0.39% | +6.8% |
| Q1 2023 | $510,212 | +6.1% | 2,040 | +2.6% | 0.37% | +5.1% |
| Q4 2022 | $480,871 | +6.4% | 1,988 | -3.5% | 0.35% | -2.0% |
| Q3 2022 | $452,000 | -2.6% | 2,060 | +0.5% | 0.36% | +6.6% |
| Q2 2022 | $464,000 | -10.3% | 2,049 | +6.3% | 0.34% | -2.0% |
| Q1 2022 | $517,000 | -4.3% | 1,928 | +1.2% | 0.34% | +5.2% |
| Q4 2021 | $540,000 | +5.9% | 1,906 | -1.6% | 0.32% | +3.8% |
| Q3 2021 | $510,000 | -1.7% | 1,937 | +0.3% | 0.31% | -0.6% |
| Q2 2021 | $519,000 | +30.4% | 1,931 | +26.3% | 0.32% | +22.1% |
| Q1 2021 | $398,000 | +24.8% | 1,529 | +10.2% | 0.26% | +15.2% |
| Q4 2020 | $319,000 | +32.4% | 1,388 | +6.9% | 0.22% | +31.0% |
| Q3 2020 | $241,000 | +5.7% | 1,298 | +1.2% | 0.17% | -0.6% |
| Q2 2020 | $228,000 | -46.4% | 1,282 | -38.0% | 0.17% | -37.5% |
| Q4 2019 | $425,000 | – | 2,067 | – | 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% |