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 | $412 | +23.4% | 1,654 | +29.1% | 0.20% | +45.2% |
| Q2 2023 | $334 | +4.4% | 1,281 | 0.0% | 0.14% | +4.7% |
| Q1 2023 | $320 | +1.3% | 1,281 | -2.1% | 0.13% | -5.1% |
| Q4 2022 | $316 | -99.9% | 1,309 | -41.5% | 0.14% | -36.4% |
| Q3 2022 | $490,000 | -21.2% | 2,236 | -18.7% | 0.21% | -13.4% |
| Q2 2022 | $622,000 | -39.8% | 2,750 | -28.7% | 0.25% | -28.8% |
| Q1 2022 | $1,034,000 | +17.6% | 3,855 | +0.8% | 0.35% | -14.7% |
| Q4 2021 | $879,000 | -15.2% | 3,824 | -2.9% | 0.41% | +6.8% |
| Q3 2021 | $1,036,000 | +59.6% | 3,937 | +63.0% | 0.38% | +37.5% |
| Q2 2021 | $649,000 | -32.1% | 2,416 | -34.2% | 0.28% | -31.8% |
| Q1 2021 | $956,000 | +8.8% | 3,672 | -4.0% | 0.41% | -0.2% |
| Q4 2020 | $879,000 | – | 3,824 | – | 0.41% | – |
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% |