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 | $5,678,608 | -3.2% | 22,774 | +1.5% | 1.04% | +0.1% |
| Q2 2023 | $5,868,548 | +0.2% | 22,444 | -4.1% | 1.04% | -18.5% |
| Q1 2023 | $5,854,341 | +2.3% | 23,402 | -1.1% | 1.27% | +3.1% |
| Q4 2022 | $5,722,057 | +14.3% | 23,656 | +3.6% | 1.23% | -11.5% |
| Q3 2022 | $5,008,000 | +0.5% | 22,841 | +3.7% | 1.39% | +3.1% |
| Q2 2022 | $4,981,000 | -20.8% | 22,016 | -6.1% | 1.35% | -16.5% |
| Q1 2022 | $6,290,000 | +431.2% | 23,439 | +460.2% | 1.62% | +165.6% |
| Q4 2021 | $1,184,000 | +14.1% | 4,184 | +6.1% | 0.61% | +3.9% |
| Q3 2021 | $1,038,000 | -3.1% | 3,944 | -1.5% | 0.59% | -7.0% |
| Q2 2021 | $1,071,000 | -4.6% | 4,006 | -7.1% | 0.63% | -13.4% |
| Q1 2021 | $1,123,000 | +27.8% | 4,314 | +12.8% | 0.73% | +18.2% |
| Q4 2020 | $879,000 | – | 3,825 | – | 0.62% | – |
Download | ||||||
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% |