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 | $5,194,337 | -6.9% | 20,829 | -2.4% | 4.33% | -6.0% |
| Q2 2023 | $5,579,549 | +5.4% | 21,343 | +0.8% | 4.61% | -3.7% |
| Q1 2023 | $5,295,400 | +17.5% | 21,181 | +13.7% | 4.79% | -15.3% |
| Q4 2022 | $4,507,540 | +7.2% | 18,631 | -2.9% | 5.65% | +20.9% |
| Q3 2022 | $4,206,000 | -8.3% | 19,179 | -4.3% | 4.67% | -25.1% |
| Q2 2022 | $4,586,000 | -16.4% | 20,041 | -1.9% | 6.24% | +63.4% |
| Q1 2022 | $5,485,000 | -11.7% | 20,419 | -7.0% | 3.82% | -0.5% |
| Q4 2021 | $6,213,000 | -1.3% | 21,950 | -7.0% | 3.84% | +4.3% |
| Q3 2021 | $6,295,000 | -1.5% | 23,594 | -0.7% | 3.68% | +2.5% |
| Q2 2021 | $6,388,000 | +5.4% | 23,770 | +2.1% | 3.59% | -7.0% |
| Q1 2021 | $6,062,000 | +11.4% | 23,291 | -1.7% | 3.86% | +4.6% |
| Q4 2020 | $5,444,000 | – | 23,690 | – | 3.69% | – |
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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% |