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 | $453,071 | -4.5% | 1,817 | +0.1% | 0.16% | -6.5% |
| Q2 2023 | $474,589 | -6.8% | 1,815 | -10.8% | 0.17% | -15.1% |
| Q1 2023 | $509,149 | +20.1% | 2,035 | +16.0% | 0.20% | +4.2% |
| Q4 2022 | $424,000 | +10.4% | 1,755 | +0.3% | 0.19% | -1.5% |
| Q3 2022 | $384,000 | -3.8% | 1,750 | -0.8% | 0.19% | -10.2% |
| Q2 2022 | $399,000 | -15.5% | 1,765 | +0.2% | 0.22% | +3.3% |
| Q1 2022 | $472,000 | -8.0% | 1,761 | -2.8% | 0.21% | -6.3% |
| Q4 2021 | $513,000 | +12.3% | 1,812 | +4.3% | 0.22% | +0.9% |
| Q3 2021 | $457,000 | +1.3% | 1,737 | +0.3% | 0.22% | -7.9% |
| Q2 2021 | $451,000 | 0.0% | 1,731 | 0.0% | 0.24% | 0.0% |
| Q1 2021 | $451,000 | +24.6% | 1,731 | +9.8% | 0.24% | +6.7% |
| Q4 2020 | $362,000 | – | 1,576 | – | 0.22% | – |
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% |