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 | $6,062,342 | +21.3% | 24,313 | +27.2% | 3.82% | +24.9% |
| Q2 2023 | $4,999,374 | +8.9% | 19,120 | +4.1% | 3.06% | +5.7% |
| Q1 2023 | $4,592,574 | +4.7% | 18,359 | +1.3% | 2.90% | +2.0% |
| Q4 2022 | $4,384,790 | -14.2% | 18,127 | -22.3% | 2.84% | -22.1% |
| Q3 2022 | $5,112,000 | -6.0% | 23,317 | -3.1% | 3.65% | -1.6% |
| Q2 2022 | $5,441,000 | -14.2% | 24,053 | +1.8% | 3.71% | -2.9% |
| Q1 2022 | $6,339,000 | +9.6% | 23,623 | +15.7% | 3.82% | +11.7% |
| Q4 2021 | $5,782,000 | +19.8% | 20,424 | +11.3% | 3.42% | +10.0% |
| Q3 2021 | $4,828,000 | +13.4% | 18,353 | +15.9% | 3.11% | +14.1% |
| Q2 2021 | $4,257,000 | +36.7% | 15,840 | +32.4% | 2.72% | +27.7% |
| Q1 2021 | $3,114,000 | +39.3% | 11,963 | +23.0% | 2.13% | +29.5% |
| Q4 2020 | $2,236,000 | – | 9,728 | – | 1.65% | – |
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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% |