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 | $3,566,059 | -4.9% | 14,455 | +2.9% | 0.36% | -10.6% |
| Q2 2023 | $3,749,994 | +8.5% | 14,054 | +0.3% | 0.40% | -11.4% |
| Q1 2023 | $3,456,761 | -1.4% | 14,010 | -0.9% | 0.46% | -13.1% |
| Q4 2022 | $3,506,063 | +182.1% | 14,137 | +149.3% | 0.52% | +110.0% |
| Q3 2022 | $1,243,000 | +15.2% | 5,670 | +18.9% | 0.25% | +7.3% |
| Q2 2022 | $1,079,000 | -59.6% | 4,767 | -51.9% | 0.23% | -60.9% |
| Q1 2022 | $2,672,000 | +231.5% | 9,913 | +242.1% | 0.60% | +140.3% |
| Q4 2021 | $806,000 | – | 2,898 | – | 0.25% | – |
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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% |