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 2023 | $4,010,083 | +10.6% | 14,469 | -0.5% | 2.32% | +1.9% |
| Q3 2023 | $3,625,549 | +4.6% | 14,540 | +4.9% | 2.28% | +1.0% |
| Q1 2023 | $3,467,218 | +1.4% | 13,860 | -1.9% | 2.25% | -0.3% |
| Q4 2022 | $3,417,664 | +11.1% | 14,129 | +0.7% | 2.26% | +1.7% |
| Q3 2022 | $3,076,000 | -3.8% | 14,029 | -0.8% | 2.22% | +3.6% |
| Q2 2022 | $3,198,000 | – | 14,137 | – | 2.14% | – |
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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% |