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 | $14,111,265 | +136.9% | 56,592 | +148.5% | 9.48% | +162.1% |
| Q2 2023 | $5,955,574 | -23.7% | 22,776 | -27.0% | 3.62% | -33.2% |
| Q1 2023 | $7,802,102 | -9.2% | 31,188 | -12.2% | 5.42% | -14.2% |
| Q4 2022 | $8,596,823 | +11.9% | 35,540 | +1.4% | 6.31% | +2.6% |
| Q3 2022 | $7,684,000 | +7.6% | 35,045 | +11.0% | 6.15% | +5.4% |
| Q2 2022 | $7,141,000 | +7.2% | 31,564 | +27.2% | 5.83% | +17.2% |
| Q1 2022 | $6,659,000 | -35.3% | 24,814 | -31.7% | 4.98% | -33.4% |
| Q4 2021 | $10,292,000 | – | 36,355 | – | 7.47% | – |
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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% |