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 | $726,224 | +10.1% | 2,912 | +15.4% | 0.20% | +11.6% |
| Q2 2023 | $659,837 | +11.4% | 2,523 | +6.5% | 0.18% | +4.0% |
| Q1 2023 | $592,402 | -5.0% | 2,368 | -8.1% | 0.17% | -22.7% |
| Q4 2022 | $623,491 | -0.9% | 2,578 | -10.1% | 0.22% | -10.7% |
| Q3 2022 | $629,000 | -4.3% | 2,867 | -1.2% | 0.25% | -1.2% |
| Q2 2022 | $657,000 | -18.1% | 2,903 | -2.9% | 0.26% | -13.6% |
| Q1 2022 | $802,000 | -2.6% | 2,990 | -5.2% | 0.30% | -4.5% |
| Q4 2021 | $823,000 | +18.2% | 3,153 | +19.2% | 0.31% | +12.4% |
| Q3 2021 | $696,000 | +175.1% | 2,645 | +181.1% | 0.28% | +137.1% |
| Q2 2021 | $253,000 | +3.3% | 941 | -0.1% | 0.12% | -2.5% |
| Q1 2021 | $245,000 | +11.9% | 942 | -18.4% | 0.12% | -32.8% |
| Q1 2019 | $219,000 | – | 1,154 | – | 0.18% | – |
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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% |