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 | $254,337 | -59.3% | 1,020 | -57.3% | 0.17% | -59.6% |
| Q2 2023 | $624,566 | -27.0% | 2,389 | -30.1% | 0.41% | -18.1% |
| Q1 2023 | $855,000 | +9.1% | 3,418 | +5.5% | 0.50% | +0.4% |
| Q4 2022 | $783,367 | +8.8% | 3,239 | -1.4% | 0.50% | -0.4% |
| Q3 2022 | $720,000 | -11.8% | 3,286 | -8.9% | 0.50% | -6.2% |
| Q2 2022 | $816,000 | -16.8% | 3,608 | -1.3% | 0.54% | -5.6% |
| Q1 2022 | $981,000 | -8.5% | 3,656 | -3.4% | 0.57% | -1.7% |
| Q4 2021 | $1,072,000 | +3.6% | 3,786 | -1.7% | 0.58% | -21.9% |
| Q2 2021 | $1,035,000 | +2.9% | 3,852 | -0.3% | 0.74% | -9.0% |
| Q1 2021 | $1,006,000 | +9.3% | 3,864 | +5.8% | 0.81% | +94.7% |
| Q4 2020 | $920,000 | – | 3,653 | – | 0.42% | – |
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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% |