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 | $1,875,860 | +503.9% | 7,523 | +533.2% | 0.17% | +533.3% |
| Q2 2023 | $310,638 | +42.5% | 1,188 | +25.2% | 0.03% | -3.6% |
| Q4 2020 | $218,000 | -82.4% | 949 | -84.2% | 0.03% | -86.7% |
| Q4 2019 | $1,239,000 | -1.7% | 6,022 | -7.6% | 0.21% | +18.5% |
| Q3 2019 | $1,260,000 | -47.3% | 6,519 | -47.1% | 0.18% | -56.8% |
| Q2 2019 | $2,392,000 | -21.8% | 12,312 | -23.8% | 0.41% | -25.4% |
| Q1 2019 | $3,060,000 | +240.4% | 16,155 | +198.6% | 0.55% | +219.1% |
| Q4 2018 | $899,000 | – | 5,411 | – | 0.17% | – |
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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% |