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 | $5,941,096 | -3.0% | 23,826 | +1.7% | 5.23% | +4.8% |
| Q2 2023 | $6,124,753 | +5.2% | 23,423 | +0.7% | 4.99% | +1.6% |
| Q1 2023 | $5,819,794 | +10.4% | 23,264 | +6.8% | 4.91% | +7.4% |
| Q4 2022 | $5,271,044 | +12.7% | 21,791 | +2.2% | 4.57% | +0.4% |
| Q3 2022 | $4,677,000 | +0.7% | 21,332 | +3.9% | 4.55% | +15.9% |
| Q2 2022 | $4,643,000 | -7.2% | 20,522 | +10.0% | 3.93% | -16.2% |
| Q1 2022 | $5,004,000 | +1.4% | 18,649 | +7.0% | 4.69% | +12.9% |
| Q4 2021 | $4,933,000 | +25.7% | 17,427 | +16.8% | 4.15% | +28.4% |
| Q3 2021 | $3,925,000 | +5.1% | 14,921 | +7.3% | 3.24% | -3.2% |
| Q2 2021 | $3,736,000 | +7.5% | 13,902 | +4.2% | 3.34% | -6.8% |
| Q1 2021 | $3,474,000 | – | 13,347 | – | 3.58% | – |
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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% |