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 | $6,681,063 | -4.4% | 26,794 | +0.3% | 0.57% | -4.3% |
| Q2 2023 | $6,986,748 | +6.7% | 26,720 | +2.1% | 0.60% | 0.0% |
| Q1 2023 | $6,547,255 | +84.7% | 26,172 | +78.6% | 0.60% | +73.4% |
| Q4 2022 | $3,544,363 | +11.6% | 14,653 | +1.1% | 0.35% | +3.0% |
| Q3 2022 | $3,177,000 | -6.2% | 14,490 | -3.2% | 0.34% | -7.4% |
| Q2 2022 | $3,387,000 | -13.6% | 14,973 | +2.4% | 0.36% | -11.0% |
| Q1 2022 | $3,922,000 | -0.8% | 14,615 | +4.6% | 0.41% | +2.0% |
| Q4 2021 | $3,955,000 | +14.7% | 13,970 | +6.5% | 0.40% | +3.9% |
| Q3 2021 | $3,449,000 | -0.5% | 13,112 | +1.7% | 0.38% | -5.4% |
| Q2 2021 | $3,466,000 | +8.4% | 12,899 | +5.0% | 0.41% | -6.2% |
| Q1 2021 | $3,198,000 | +21.2% | 12,285 | +7.0% | 0.43% | +10.2% |
| Q4 2020 | $2,639,000 | – | 11,481 | – | 0.39% | – |
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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% |