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 | $635,982 | -4.6% | 2,551 | 0.0% | 0.21% | -4.1% |
| Q2 2023 | $666,920 | +4.6% | 2,551 | +0.1% | 0.22% | -5.2% |
| Q1 2023 | $637,350 | -21.4% | 2,548 | -24.0% | 0.23% | -31.0% |
| Q4 2022 | $811,017 | +23.6% | 3,353 | +12.1% | 0.34% | +2.4% |
| Q3 2022 | $656,000 | -10.0% | 2,991 | -7.2% | 0.33% | -3.5% |
| Q2 2022 | $729,000 | +85.5% | 3,223 | +120.0% | 0.34% | +81.8% |
| Q1 2022 | $393,000 | +17.0% | 1,465 | +23.3% | 0.19% | +1.1% |
| Q4 2021 | $336,000 | – | 1,188 | – | 0.18% | – |
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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% |