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 | $6,292,347 | -4.3% | 25,235 | +0.3% | 1.73% | -0.7% |
| Q2 2023 | $6,577,006 | +4.9% | 25,153 | +0.4% | 1.74% | -0.1% |
| Q1 2023 | $6,267,509 | +103976.9% | 25,054 | +0.6% | 1.74% | +2.5% |
| Q4 2022 | $6,022 | -99.9% | 24,896 | -0.0% | 1.70% | +0.5% |
| Q3 2022 | $5,460,000 | +7.4% | 24,900 | +10.8% | 1.69% | +15.8% |
| Q2 2022 | $5,085,000 | +23.1% | 22,477 | +35.6% | 1.46% | -12.3% |
| Q1 2022 | $4,131,000 | +2.0% | 16,574 | +15.9% | 1.66% | +8.2% |
| Q4 2021 | $4,049,000 | -21.1% | 14,305 | -26.7% | 1.54% | +5.3% |
| Q3 2021 | $5,132,000 | -1.5% | 19,510 | +0.6% | 1.46% | -2.1% |
| Q2 2021 | $5,209,000 | +3.4% | 19,385 | +0.2% | 1.49% | -2.6% |
| Q1 2021 | $5,036,000 | +9.8% | 19,350 | -3.1% | 1.53% | +2.0% |
| Q4 2020 | $4,587,000 | +25.5% | 19,959 | +1.2% | 1.50% | +5.4% |
| Q3 2020 | $3,654,000 | +4.8% | 19,720 | +0.6% | 1.42% | -4.4% |
| Q2 2020 | $3,485,000 | – | 19,595 | – | 1.49% | – |
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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% |