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 | $27,628,319 | -5.3% | 110,801 | -0.7% | 13.44% | -9.2% |
| Q2 2023 | $29,166,104 | +4.0% | 111,542 | -0.5% | 14.81% | -7.2% |
| Q1 2023 | $28,032,666 | +2.7% | 112,059 | -0.7% | 15.96% | -5.0% |
| Q4 2022 | $27,307,742 | +8.8% | 112,893 | -1.4% | 16.80% | -6.0% |
| Q3 2022 | $25,096,684 | -3.1% | 114,461 | -0.0% | 17.87% | -0.7% |
| Q2 2022 | $25,900,465 | +18.3% | 114,487 | +40.3% | 18.00% | +20.1% |
| Q1 2022 | $21,896,090 | -3.5% | 81,598 | +1.8% | 14.98% | -7.2% |
| Q4 2021 | $22,685,027 | – | 80,136 | – | 16.14% | – |
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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% |