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 | $357,014 | -14.3% | 1,432 | -4.2% | 0.12% | -16.4% |
| Q2 2023 | $416,581 | +23.5% | 1,495 | +10.9% | 0.14% | +34.6% |
| Q1 2023 | $337,256 | +46.2% | 1,348 | +62.8% | 0.10% | -14.0% |
| Q4 2022 | $230,722 | -0.1% | 828 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $231,000 | +3.6% | 828 | -0.2% | 0.12% | +6.1% |
| Q1 2022 | $223,000 | -5.1% | 830 | +0.2% | 0.11% | -0.9% |
| Q4 2021 | $235,000 | +7.8% | 828 | 0.0% | 0.12% | -2.5% |
| Q3 2021 | $218,000 | -72.4% | 828 | -78.9% | 0.12% | -93.9% |
| Q4 2020 | $789,000 | -42.2% | 3,920 | -45.9% | 1.92% | -30.6% |
| Q3 2020 | $1,365,000 | +256.4% | 7,248 | +236.2% | 2.77% | +3.5% |
| Q2 2020 | $383,000 | +130.7% | 2,156 | +86.8% | 2.68% | +195.9% |
| Q1 2020 | $166,000 | -54.8% | 1,154 | -35.7% | 0.90% | -48.6% |
| Q4 2019 | $367,000 | – | 1,794 | – | 1.76% | – |
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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% |