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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $32,967,093 | +4.9% | 136,286 | -4.9% | 7.85% | -12.5% |
| Q3 2022 | $31,420,000 | -5.6% | 143,293 | -2.6% | 8.97% | -4.6% |
| Q2 2022 | $33,286,000 | -16.5% | 147,125 | -1.0% | 9.41% | -13.4% |
| Q1 2022 | $39,868,000 | -5.2% | 148,562 | 0.0% | 10.86% | +14.6% |
| Q4 2021 | $42,055,000 | +11.9% | 148,562 | +4.0% | 9.48% | +0.5% |
| Q3 2021 | $37,591,000 | +11.1% | 142,884 | +13.5% | 9.43% | +8.2% |
| Q2 2021 | $33,821,000 | +5.4% | 125,854 | +2.1% | 8.71% | -2.6% |
| Q1 2021 | $32,079,000 | +205.4% | 123,250 | +169.6% | 8.94% | +166.5% |
| Q4 2020 | $10,505,000 | – | 45,709 | – | 3.36% | – |
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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% |