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 | $34,967,323 | -1.4% | 140,234 | +3.4% | 4.92% | -1.6% |
| Q2 2023 | $35,468,690 | +6.5% | 135,646 | +1.9% | 5.00% | -3.9% |
| Q1 2023 | $33,315,269 | +108762.8% | 133,176 | +5.3% | 5.21% | -11.0% |
| Q4 2022 | $30,603 | +18.0% | 126,518 | +7.0% | 5.85% | +4.7% |
| Q3 2022 | $25,924 | +7.6% | 118,234 | +11.0% | 5.59% | -7.0% |
| Q2 2022 | $24,102 | -99.9% | 106,536 | +13.2% | 6.01% | -2.5% |
| Q1 2022 | $25,263,000 | +49.2% | 94,146 | +46.3% | 6.16% | +5.3% |
| Q3 2021 | $16,932,000 | +40.0% | 64,364 | +38.5% | 5.86% | +38.8% |
| Q1 2021 | $12,095,000 | +19.9% | 46,469 | +5.8% | 4.22% | +5.6% |
| Q4 2020 | $10,091,000 | – | 43,908 | – | 4.00% | – |
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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% |