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 | $8,865,510 | -0.3% | 35,554 | +4.6% | 2.95% | +2.0% |
| Q2 2023 | $8,890,708 | +5.2% | 34,001 | +0.6% | 2.89% | +0.5% |
| Q1 2023 | $8,454,737 | +4.9% | 33,797 | +1.4% | 2.88% | -2.1% |
| Q4 2022 | $8,058,897 | +7.6% | 33,316 | -2.5% | 2.94% | +3.2% |
| Q3 2022 | $7,488,000 | -4.7% | 34,153 | -1.6% | 2.85% | +2.5% |
| Q2 2022 | $7,854,000 | -30.1% | 34,718 | -17.1% | 2.78% | -2.0% |
| Q1 2022 | $11,241,000 | -3.8% | 41,890 | +1.5% | 2.84% | -0.2% |
| Q4 2021 | $11,688,000 | +14.0% | 41,289 | +6.0% | 2.84% | +6.4% |
| Q3 2021 | $10,251,000 | -0.8% | 38,968 | +1.3% | 2.67% | +5.2% |
| Q2 2021 | $10,335,000 | -3.5% | 38,460 | -4.0% | 2.54% | -6.9% |
| Q1 2021 | $10,707,000 | +61.1% | 40,057 | +38.6% | 2.73% | -28.7% |
| Q4 2020 | $6,645,000 | – | 28,911 | – | 3.83% | – |
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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% |