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 | $4,628,464 | -4.9% | 18,562 | -0.2% | 1.26% | -11.9% |
| Q2 2023 | $4,864,752 | +3.9% | 18,605 | -0.6% | 1.43% | +11.6% |
| Q1 2023 | $4,680,573 | +0.9% | 18,710 | -2.4% | 1.28% | -4.8% |
| Q4 2022 | $4,636,564 | +6.7% | 19,168 | -3.3% | 1.35% | -6.1% |
| Q3 2022 | $4,346,000 | -16.4% | 19,822 | -13.8% | 1.43% | -14.3% |
| Q2 2022 | $5,200,000 | -28.2% | 22,989 | -14.8% | 1.67% | -22.4% |
| Q1 2022 | $7,238,000 | -4.5% | 26,975 | +0.7% | 2.16% | -8.6% |
| Q4 2021 | $7,581,000 | +5.5% | 26,781 | -1.8% | 2.36% | -1.4% |
| Q3 2021 | $7,189,000 | -6.0% | 27,285 | -4.1% | 2.39% | -9.3% |
| Q2 2021 | $7,645,000 | +3.6% | 28,450 | +0.3% | 2.64% | -9.8% |
| Q1 2021 | $7,382,000 | +12.5% | 28,362 | -0.6% | 2.92% | +1.2% |
| Q4 2020 | $6,559,000 | – | 28,541 | – | 2.89% | – |
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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% |