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 | $9,468,126 | -4.6% | 37,971 | +0.0% | 4.79% | +3.3% |
| Q2 2023 | $9,923,984 | +6.6% | 37,953 | +2.0% | 4.64% | -1.2% |
| Q1 2023 | $9,307,053 | +2.0% | 37,204 | -1.3% | 4.69% | -11.9% |
| Q4 2022 | $9,122,503 | +5.3% | 37,713 | -4.6% | 5.32% | -6.1% |
| Q3 2022 | $8,664,000 | -0.2% | 39,517 | +3.0% | 5.67% | +2.8% |
| Q2 2022 | $8,681,000 | -11.3% | 38,373 | +5.2% | 5.51% | +0.8% |
| Q1 2022 | $9,785,000 | -3.9% | 36,464 | +1.4% | 5.47% | +6.9% |
| Q4 2021 | $10,183,000 | +14.4% | 35,971 | +6.3% | 5.12% | +2.0% |
| Q3 2021 | $8,902,000 | +0.0% | 33,839 | +2.2% | 5.02% | -1.5% |
| Q2 2021 | $8,898,000 | +24.1% | 33,113 | +6.2% | 5.10% | +1.1% |
| Q1 2021 | $7,168,000 | -0.4% | 31,190 | -0.4% | 5.04% | +4.5% |
| Q4 2020 | $7,195,000 | – | 31,306 | – | 4.83% | – |
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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% |