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 | $9,826,238 | -8.4% | 40,114 | +1.4% | 7.03% | -6.6% |
| Q2 2023 | $10,727,356 | +20.1% | 39,576 | +8.2% | 7.52% | +10.5% |
| Q1 2023 | $8,932,320 | -6.5% | 36,572 | +0.7% | 6.81% | -7.5% |
| Q4 2022 | $9,554,343 | +25.9% | 36,312 | +4.9% | 7.36% | +11.0% |
| Q3 2022 | $7,589,000 | -1.6% | 34,612 | +3.1% | 6.63% | +5.2% |
| Q2 2022 | $7,715,000 | -7.1% | 33,563 | +1.6% | 6.30% | -3.5% |
| Q1 2022 | $8,306,000 | -2.7% | 33,019 | +4.0% | 6.53% | +1.5% |
| Q4 2021 | $8,534,000 | – | 31,748 | – | 6.44% | – |
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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% |