ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,908 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,655,163 | -12.3% | 14,659 | -8.0% | 2.37% | -13.3% |
| Q2 2023 | $4,168,453 | -0.3% | 15,942 | -4.6% | 2.74% | -2.1% |
| Q1 2023 | $4,181,115 | -2.1% | 16,714 | -5.3% | 2.80% | -10.6% |
| Q4 2022 | $4,269,302 | +9.4% | 17,650 | -0.8% | 3.13% | -0.2% |
| Q3 2022 | $3,901,000 | -5.4% | 17,791 | -2.4% | 3.14% | -1.8% |
| Q2 2022 | $4,123,000 | -14.4% | 18,225 | +1.5% | 3.20% | +10.2% |
| Q1 2022 | $4,816,000 | -5.2% | 17,949 | -0.0% | 2.90% | +0.4% |
| Q4 2021 | $5,082,000 | +13.1% | 17,952 | +5.1% | 2.89% | +6.2% |
| Q3 2021 | $4,494,000 | -0.2% | 17,085 | +1.9% | 2.72% | -3.0% |
| Q2 2021 | $4,505,000 | +16.6% | 16,764 | +13.0% | 2.80% | +4.0% |
| Q1 2021 | $3,862,000 | +25.4% | 14,836 | +10.7% | 2.70% | +18.3% |
| Q4 2020 | $3,080,000 | – | 13,401 | – | 2.28% | – |
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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% |