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 | $4,138,543 | -5.0% | 16,597 | -0.4% | 2.37% | +0.9% |
Q2 2023 | $4,358,645 | +1.8% | 16,669 | -2.6% | 2.35% | -0.2% |
Q1 2023 | $4,281,997 | +1.2% | 17,117 | -2.1% | 2.35% | +10.7% |
Q4 2022 | $4,230,996 | -41.9% | 17,491 | -47.3% | 2.12% | -32.4% |
Q3 2022 | $7,279,307 | +72.0% | 33,199 | +77.5% | 3.14% | +33.0% |
Q2 2022 | $4,231,235 | -15.2% | 18,703 | +0.5% | 2.36% | -2.2% |
Q1 2022 | $4,992,457 | +10.3% | 18,605 | +16.4% | 2.42% | -23.2% |
Q4 2021 | $4,526,553 | – | 15,990 | – | 3.14% | – |
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% |