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 | $17,056,317 | +90.2% | 68,403 | +99.4% | 6.70% | +99.9% |
| Q2 2023 | $8,969,258 | +4.1% | 34,302 | -0.4% | 3.35% | -2.1% |
| Q1 2023 | $8,615,920 | +10.6% | 34,442 | +7.0% | 3.42% | -26.2% |
| Q4 2022 | $7,787,972 | -11.9% | 32,196 | -20.2% | 4.64% | -22.1% |
| Q3 2022 | $8,842,000 | -71.4% | 40,327 | -70.5% | 5.96% | -67.4% |
| Q2 2022 | $30,964,000 | +34.8% | 136,868 | +59.9% | 18.27% | +55.6% |
| Q1 2022 | $22,971,000 | -28.2% | 85,603 | -24.3% | 11.74% | -6.3% |
| Q4 2021 | $32,001,000 | – | 113,047 | – | 12.53% | – |
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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% |