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 | $837,817 | -4.6% | 3,360 | 0.0% | 0.92% | -1.2% |
Q2 2023 | $878,573 | +4.5% | 3,360 | 0.0% | 0.93% | -3.1% |
Q1 2023 | $840,537 | +3.4% | 3,360 | 0.0% | 0.96% | +0.3% |
Q4 2022 | $812,750 | +24.5% | 3,360 | +12.8% | 0.96% | +5.3% |
Q3 2022 | $653,000 | +4.6% | 2,978 | +8.0% | 0.91% | +7.7% |
Q2 2022 | $624,000 | -14.5% | 2,758 | +1.4% | 0.84% | +1.0% |
Q1 2022 | $730,000 | -9.8% | 2,721 | -4.8% | 0.83% | -8.5% |
Q4 2021 | $809,000 | – | 2,858 | – | 0.91% | – |
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% |