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 | $1,880,090 | -8.6% | 7,540 | -4.1% | 0.19% | -4.5% |
| Q2 2023 | $2,056,531 | +2.9% | 7,865 | -1.5% | 0.20% | +1.0% |
| Q1 2023 | $1,998,253 | -7.9% | 7,988 | -11.0% | 0.20% | -10.0% |
| Q4 2022 | $2,170,089 | -85.4% | 8,971 | -86.8% | 0.22% | -86.1% |
| Q3 2022 | $14,870,000 | -10.1% | 67,820 | -7.2% | 1.58% | -6.0% |
| Q2 2022 | $16,533,000 | -17.6% | 73,082 | -2.2% | 1.68% | -7.3% |
| Q1 2022 | $20,060,000 | -4.3% | 74,756 | +0.9% | 1.81% | -0.2% |
| Q4 2021 | $20,966,000 | +6.5% | 74,064 | -1.1% | 1.81% | -4.8% |
| Q3 2021 | $19,695,000 | -1.1% | 74,867 | +1.0% | 1.90% | +0.3% |
| Q2 2021 | $19,923,000 | +0.2% | 74,139 | -3.0% | 1.90% | -5.2% |
| Q1 2021 | $19,884,000 | +7.9% | 76,395 | -4.7% | 2.00% | +3.4% |
| Q4 2020 | $18,426,000 | – | 80,172 | – | 1.94% | – |
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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% |