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 | $560,092 | +179.2% | 2,236 | +178.8% | 0.07% | +188.0% |
| Q1 2023 | $200,628 | -2.1% | 802 | -14.2% | 0.02% | -46.8% |
| Q3 2022 | $205,000 | -87.1% | 935 | -84.2% | 0.05% | -67.4% |
| Q1 2022 | $1,585,000 | +2.5% | 5,910 | +8.2% | 0.14% | -0.7% |
| Q4 2021 | $1,546,000 | +9.3% | 5,462 | +1.6% | 0.14% | 0.0% |
| Q3 2021 | $1,414,000 | -4.9% | 5,376 | -2.9% | 0.14% | -6.5% |
| Q2 2021 | $1,487,000 | +60.1% | 5,535 | +36.8% | 0.16% | +52.0% |
| Q1 2021 | $929,000 | -0.1% | 4,045 | 0.0% | 0.10% | -1.9% |
| Q4 2020 | $930,000 | – | 4,045 | – | 0.10% | – |
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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% |