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 | $671,431 | -6.3% | 2,693 | -1.7% | 0.03% | -11.8% |
| Q2 2023 | $716,384 | +8.4% | 2,740 | +3.7% | 0.03% | +9.7% |
| Q1 2023 | $660,673 | -63.2% | 2,641 | -64.4% | 0.03% | -62.7% |
| Q4 2022 | $1,794,340 | +12.8% | 7,418 | +2.2% | 0.08% | +3.8% |
| Q3 2022 | $1,591,000 | -2.0% | 7,257 | +1.2% | 0.08% | +12.7% |
| Q2 2022 | $1,623,000 | -15.6% | 7,172 | +0.1% | 0.07% | +1.4% |
| Q1 2022 | $1,923,000 | +184.5% | 7,165 | +199.9% | 0.07% | +159.3% |
| Q4 2021 | $676,000 | +8.2% | 2,389 | +0.6% | 0.03% | 0.0% |
| Q3 2021 | $625,000 | – | 2,375 | – | 0.03% | – |
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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% |