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 | $931,904 | -8.5% | 3,737 | -4.0% | 0.19% | -8.1% |
| Q2 2023 | $1,018,170 | -0.4% | 3,894 | -4.7% | 0.21% | -6.6% |
| Q1 2023 | $1,021,756 | +1.7% | 4,084 | -1.7% | 0.23% | -3.4% |
| Q4 2022 | $1,004,746 | +8.0% | 4,154 | -2.0% | 0.23% | +0.4% |
| Q3 2022 | $930,000 | -15.8% | 4,240 | -13.2% | 0.23% | -13.7% |
| Q2 2022 | $1,105,000 | -18.9% | 4,886 | -3.7% | 0.27% | -23.1% |
| Q1 2022 | $1,362,000 | -8.8% | 5,074 | -3.8% | 0.35% | -11.4% |
| Q4 2021 | $1,493,000 | +11.0% | 5,275 | +3.2% | 0.40% | +1.8% |
| Q3 2021 | $1,345,000 | -1.9% | 5,112 | -0.7% | 0.39% | -1.8% |
| Q2 2021 | $1,371,000 | -11.7% | 5,149 | -13.7% | 0.40% | -19.2% |
| Q1 2021 | $1,552,000 | -1.3% | 5,963 | -12.8% | 0.49% | -5.8% |
| Q4 2020 | $1,572,000 | – | 6,839 | – | 0.52% | – |
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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% |