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 | $9,157,879 | -7.7% | 36,727 | -3.2% | 1.02% | -2.9% |
Q2 2023 | $9,923,691 | +8.5% | 37,952 | +3.8% | 1.06% | -1.5% |
Q1 2023 | $9,144,694 | -6.7% | 36,555 | -9.8% | 1.07% | -11.2% |
Q4 2022 | $9,801,443 | +8.9% | 40,520 | -1.3% | 1.21% | -20.5% |
Q3 2022 | $8,999,000 | -8.1% | 41,043 | -5.2% | 1.52% | -6.2% |
Q2 2022 | $9,790,000 | -16.5% | 43,274 | -1.0% | 1.62% | -10.6% |
Q1 2022 | $11,730,000 | +7.5% | 43,711 | +13.4% | 1.81% | +9.0% |
Q4 2021 | $10,910,000 | +27175.0% | 38,540 | +25593.3% | 1.66% | +18355.6% |
Q2 2021 | $40,000 | – | 150 | – | 0.01% | – |
Download |
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% |