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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,880,000 | +3.4% | 6,642 | -3.9% | 0.28% | -8.0% |
| Q3 2021 | $1,818,000 | -3.1% | 6,912 | -1.1% | 0.30% | -5.3% |
| Q2 2021 | $1,877,000 | +33.9% | 6,986 | +29.7% | 0.32% | +20.0% |
| Q1 2021 | $1,402,000 | +8.8% | 5,385 | -4.0% | 0.26% | +0.4% |
| Q4 2020 | $1,289,000 | +29.0% | 5,607 | +4.0% | 0.26% | +11.4% |
| Q3 2020 | $999,000 | -5.0% | 5,392 | -8.8% | 0.24% | -13.2% |
| Q2 2020 | $1,052,000 | – | 5,914 | – | 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% |