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 | $3,617,133 | -4.3% | 14,506 | +0.3% | 3.19% | +1.8% |
| Q2 2023 | $3,781,291 | +4.3% | 14,461 | -0.2% | 3.13% | -3.4% |
| Q1 2023 | $3,625,094 | +1.3% | 14,491 | -2.0% | 3.24% | -3.1% |
| Q4 2022 | $3,577,940 | +10.7% | 14,792 | +0.4% | 3.34% | +0.3% |
| Q3 2022 | $3,231,000 | -5.2% | 14,737 | -2.2% | 3.33% | +0.8% |
| Q2 2022 | $3,409,000 | -21.5% | 15,071 | -6.9% | 3.31% | -7.1% |
| Q1 2022 | $4,342,000 | -14.2% | 16,182 | -9.5% | 3.56% | -3.8% |
| Q4 2021 | $5,063,000 | +8.9% | 17,885 | +1.2% | 3.70% | -0.4% |
| Q3 2021 | $4,651,000 | -99.9% | 17,680 | -2.9% | 3.72% | +0.2% |
| Q2 2021 | $4,875,148,000 | +1.9% | 18,217 | +1.2% | 3.71% | -7.2% |
| Q1 2021 | $4,786,324,000 | +17.9% | 18,005 | +4.7% | 4.00% | +6.0% |
| Q4 2020 | $4,059,243,000 | – | 17,196 | – | 3.77% | – |
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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% |