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 | $10,590,960 | -0.9% | 42,474 | +3.9% | 2.65% | +0.3% |
| Q2 2023 | $10,690,158 | +61.5% | 40,883 | +49.4% | 2.64% | +40.6% |
| Q4 2022 | $6,621,079 | +4.7% | 27,372 | -5.1% | 1.88% | -8.7% |
| Q3 2022 | $6,324,525 | -13.9% | 28,845 | -11.1% | 2.06% | -13.8% |
| Q2 2022 | $7,341,585 | -22.7% | 32,452 | -8.3% | 2.39% | -15.7% |
| Q1 2022 | $9,494,370 | -4.6% | 35,382 | +0.7% | 2.83% | -5.4% |
| Q4 2021 | $9,948,525 | +11.3% | 35,144 | +3.4% | 2.99% | +2.1% |
| Q3 2021 | $8,937,174 | -3.4% | 33,973 | -1.3% | 2.93% | -11.6% |
| Q2 2021 | $9,253,612 | +2.0% | 34,435 | -1.2% | 3.32% | -12.4% |
| Q1 2021 | $9,074,960 | +27.8% | 34,866 | +12.9% | 3.79% | -0.6% |
| Q4 2020 | $7,098,419 | – | 30,886 | – | 3.81% | – |
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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% |