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 | $1,687,901 | +35.5% | 6,769 | +42.1% | 1.23% | +50.9% |
| Q2 2023 | $1,245,482 | -0.2% | 4,763 | -4.6% | 0.82% | -12.7% |
| Q1 2023 | $1,248,593 | -91.5% | 4,991 | -91.8% | 0.93% | -92.0% |
| Q4 2022 | $14,737,424 | +110.9% | 60,926 | +91.2% | 11.65% | +86.0% |
| Q3 2022 | $6,988,000 | +2.9% | 31,873 | +6.2% | 6.26% | +24.2% |
| Q2 2022 | $6,793,000 | +80.9% | 30,025 | +114.6% | 5.04% | +108.8% |
| Q1 2022 | $3,755,000 | +5.8% | 13,993 | +11.6% | 2.42% | +15.0% |
| Q4 2021 | $3,548,000 | +123.4% | 12,534 | +112.1% | 2.10% | +111.6% |
| Q2 2021 | $1,588,000 | +4.6% | 5,910 | +1.4% | 0.99% | -14.4% |
| Q1 2021 | $1,518,000 | -40.1% | 5,831 | -47.1% | 1.16% | -45.5% |
| Q4 2020 | $2,536,000 | – | 11,032 | – | 2.13% | – |
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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% |