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 | $480 | -0.2% | 1,923 | 0.0% | 0.20% | -7.8% |
| Q1 2023 | $481 | +3.4% | 1,923 | 0.0% | 0.22% | +11.3% |
| Q4 2022 | $465 | -99.9% | 1,923 | 0.0% | 0.20% | -2.0% |
| Q3 2022 | $422,000 | +28.3% | 1,923 | +32.3% | 0.20% | +36.3% |
| Q2 2022 | $329,000 | -15.6% | 1,453 | 0.0% | 0.15% | -9.9% |
| Q1 2022 | $390,000 | -7.8% | 1,453 | -2.7% | 0.16% | +6.6% |
| Q4 2021 | $423,000 | +7.6% | 1,494 | 0.0% | 0.15% | -9.0% |
| Q3 2021 | $393,000 | -1.0% | 1,494 | +1.1% | 0.17% | -20.9% |
| Q2 2021 | $397,000 | +4.2% | 1,478 | +0.9% | 0.21% | +16.6% |
| Q1 2021 | $381,000 | +13.1% | 1,465 | 0.0% | 0.18% | +3.4% |
| Q4 2020 | $337,000 | +24.4% | 1,465 | 0.0% | 0.18% | +14.4% |
| Q3 2020 | $271,000 | -14.2% | 1,465 | -17.5% | 0.15% | -19.0% |
| Q2 2020 | $316,000 | +17.9% | 1,775 | -4.6% | 0.19% | +0.5% |
| Q1 2020 | $268,000 | -31.8% | 1,861 | -2.6% | 0.19% | -28.2% |
| Q4 2019 | $393,000 | – | 1,910 | – | 0.26% | – |
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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% |