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 | $4,955,582 | +7.8% | 19,874 | +13.1% | 4.58% | +11.7% |
| Q2 2023 | $4,594,988 | +10.0% | 17,573 | +5.2% | 4.10% | +3.9% |
| Q1 2023 | $4,177,672 | +7.1% | 16,700 | +3.6% | 3.94% | +2.9% |
| Q4 2022 | $3,899,509 | +8.4% | 16,121 | -1.7% | 3.83% | +0.8% |
| Q3 2022 | $3,597,000 | -1.3% | 16,407 | +1.8% | 3.80% | +5.5% |
| Q2 2022 | $3,646,000 | -5.4% | 16,116 | +12.2% | 3.60% | +9.8% |
| Q1 2022 | $3,855,000 | -5.4% | 14,367 | -0.2% | 3.28% | -3.0% |
| Q4 2021 | $4,077,000 | +11.3% | 14,402 | +3.4% | 3.38% | +3.5% |
| Q3 2021 | $3,664,000 | -18.5% | 13,927 | -16.8% | 3.27% | -12.5% |
| Q2 2021 | $4,498,000 | -3.6% | 16,737 | -6.6% | 3.73% | +5.9% |
| Q1 2021 | $4,665,000 | – | 17,922 | – | 3.53% | – |
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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% |