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 | $2,476,328 | +0.4% | 9,931 | +5.3% | 1.05% | +4.3% |
Q2 2023 | $2,466,314 | +10.4% | 9,432 | +5.6% | 1.01% | +3.4% |
Q1 2023 | $2,233,483 | +1.1% | 8,928 | -2.3% | 0.98% | -4.6% |
Q4 2022 | $2,210,177 | +8.4% | 9,137 | -1.7% | 1.02% | -2.8% |
Q3 2022 | $2,038,899 | +10.0% | 9,299 | +13.5% | 1.05% | +13.5% |
Q2 2022 | $1,853,050 | -14.8% | 8,191 | +1.1% | 0.93% | -1.3% |
Q1 2022 | $2,174,091 | -4.5% | 8,102 | +0.7% | 0.94% | +2.5% |
Q4 2021 | $2,277,662 | – | 8,046 | – | 0.92% | – |
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% |