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 | $970,969 | -8.1% | 3,894 | -3.6% | 1.00% | -3.3% |
| Q2 2023 | $1,056,641 | -41.4% | 4,041 | -43.9% | 1.04% | -44.9% |
| Q1 2023 | $1,802,653 | -3.6% | 7,206 | -6.8% | 1.88% | +31.7% |
| Q4 2022 | $1,869,810 | +9.0% | 7,730 | -1.2% | 1.43% | -7.4% |
| Q3 2022 | $1,715,000 | -6.3% | 7,820 | -3.3% | 1.54% | -1.4% |
| Q2 2022 | $1,830,000 | -15.8% | 8,088 | -0.1% | 1.57% | -5.3% |
| Q1 2022 | $2,173,000 | -13.1% | 8,097 | -8.4% | 1.65% | +13.8% |
| Q4 2021 | $2,502,000 | +11.2% | 8,837 | +3.3% | 1.45% | -7.7% |
| Q3 2021 | $2,251,000 | +4.6% | 8,556 | +6.8% | 1.58% | -5.7% |
| Q2 2021 | $2,152,000 | +21.3% | 8,008 | +17.5% | 1.67% | +13.4% |
| Q1 2021 | $1,774,000 | +674.7% | 6,816 | -1.9% | 1.47% | +2314.8% |
| Q4 2020 | $229,000 | -80.7% | 6,945 | +8.2% | 0.06% | -94.6% |
| Q3 2020 | $1,189,000 | +3.8% | 6,418 | -0.3% | 1.12% | +319.8% |
| Q2 2020 | $1,145,000 | – | 6,439 | – | 0.27% | – |
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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% |