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 | $100,479 | -4.8% | 403 | -0.2% | 0.10% | -1.0% |
| Q2 2023 | $105,552 | +4.8% | 404 | +0.5% | 0.10% | -7.3% |
| Q1 2023 | $100,686 | +3.8% | 402 | +0.2% | 0.11% | -12.1% |
| Q4 2022 | $96,982 | +10.2% | 401 | 0.0% | 0.12% | +3.3% |
| Q3 2022 | $88,000 | -2.2% | 401 | +0.8% | 0.12% | +2.6% |
| Q2 2022 | $90,000 | -15.9% | 398 | -0.7% | 0.12% | -13.3% |
| Q1 2022 | $107,000 | -5.3% | 401 | +0.5% | 0.14% | +25.0% |
| Q4 2021 | $113,000 | – | 399 | – | 0.11% | – |
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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% |