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 | $639,755 | -32.5% | 2,566 | -29.2% | 0.51% | -30.8% |
| Q2 2023 | $948,038 | +2.5% | 3,626 | -1.9% | 0.73% | +5.0% |
| Q1 2023 | $924,544 | -1.4% | 3,696 | -4.6% | 0.70% | -7.3% |
| Q4 2022 | $937,564 | -12.1% | 3,876 | -20.4% | 0.75% | -14.8% |
| Q3 2022 | $1,067,000 | -3.5% | 4,867 | -0.4% | 0.88% | -20.7% |
| Q2 2022 | $1,106,000 | -14.9% | 4,889 | +1.0% | 1.12% | -4.7% |
| Q1 2022 | $1,299,000 | -99.9% | 4,841 | -4.2% | 1.17% | -14.1% |
| Q4 2021 | $1,430,102,000 | – | 5,052 | – | 1.36% | – |
Download | ||||||
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% |