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 | $14,170,441 | -3.0% | 56,830 | +1.7% | 5.30% | -0.8% |
Q2 2023 | $14,613,291 | +5.2% | 55,887 | +0.7% | 5.34% | +1.4% |
Q1 2023 | $13,888,918 | +3.5% | 55,520 | +0.1% | 5.26% | -1.7% |
Q4 2022 | $13,413,778 | +12.7% | 55,454 | +2.1% | 5.35% | -0.1% |
Q3 2022 | $11,905,000 | -1.6% | 54,298 | +1.6% | 5.36% | +2.4% |
Q2 2022 | $12,095,000 | -13.1% | 53,465 | +3.0% | 5.23% | -4.9% |
Q1 2022 | $13,926,000 | +3.4% | 51,895 | +3.1% | 5.50% | +4.0% |
Q4 2021 | $13,466,000 | +9.5% | 50,354 | +7.7% | 5.29% | +1.6% |
Q3 2021 | $12,294,000 | +0.5% | 46,733 | +2.7% | 5.21% | -1.2% |
Q2 2021 | $12,229,000 | – | 45,506 | – | 5.27% | – |
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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% |