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 | $12,717 | -8.2% | 51 | -3.8% | 0.01% | -14.3% |
| Q2 2023 | $13,858 | +0.7% | 53 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $13,759 | +3.4% | 55 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $13,304 | +10.9% | 55 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $12,000 | 0.0% | 55 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $12,000 | +500.0% | 55 | +587.5% | 0.01% | +700.0% |
| Q1 2022 | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | -83.3% | 8 | -82.6% | 0.00% | -88.9% |
| Q3 2021 | $12,000 | +1100.0% | 46 | +2200.0% | 0.01% | +800.0% |
| Q2 2021 | $1,000 | 0.0% | 2 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | -50.0% | 4 | -55.6% | 0.00% | -50.0% |
| Q4 2020 | $2,000 | 0.0% | 9 | -10.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | -99.9% | 10 | -99.9% | 0.00% | -99.9% |
| Q2 2020 | $1,926,000 | +19.6% | 10,833 | -3.2% | 2.12% | +7.9% |
| Q1 2020 | $1,610,000 | -29.8% | 11,190 | +0.5% | 1.97% | -3.8% |
| Q4 2019 | $2,292,000 | – | 11,136 | – | 2.04% | – |
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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% |