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 | $139,658 | -3.6% | 560 | +1.1% | 0.11% | -3.4% |
Q2 2023 | $144,888 | +35.5% | 554 | +29.7% | 0.12% | +31.8% |
Q1 2023 | $106,901 | +2.8% | 427 | -0.5% | 0.09% | -6.4% |
Q4 2022 | $104,000 | -47.7% | 429 | -52.6% | 0.09% | -52.0% |
Q3 2022 | $199,000 | -7.0% | 906 | -4.3% | 0.20% | -2.5% |
Q2 2022 | $214,000 | +197.2% | 947 | +241.9% | 0.20% | +191.3% |
Q1 2021 | $72,000 | – | 277 | – | 0.07% | – |
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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% |