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 | $430,378 | -13.8% | 1,726 | -9.6% | 0.07% | -13.6% |
| Q2 2023 | $499,165 | +10.5% | 1,909 | +5.8% | 0.08% | +1.2% |
| Q1 2023 | $451,539 | +47.6% | 1,805 | +42.7% | 0.08% | +40.4% |
| Q4 2022 | $305,991 | +8.1% | 1,265 | -2.0% | 0.06% | -3.4% |
| Q3 2022 | $283,000 | -3.1% | 1,291 | +0.1% | 0.06% | +1.7% |
| Q2 2022 | $292,000 | -14.4% | 1,290 | +1.5% | 0.06% | -4.9% |
| Q1 2022 | $341,000 | -7.8% | 1,271 | -2.7% | 0.06% | -6.2% |
| Q4 2021 | $370,000 | +19.0% | 1,306 | +10.4% | 0.06% | +6.6% |
| Q3 2021 | $311,000 | +8.4% | 1,183 | +10.7% | 0.06% | +7.0% |
| Q2 2021 | $287,000 | -89.2% | 1,069 | -94.2% | 0.06% | -93.7% |
| Q1 2020 | $2,663,000 | -46.1% | 18,512 | -22.9% | 0.91% | -33.7% |
| Q4 2019 | $4,943,000 | – | 24,018 | – | 1.37% | – |
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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% |