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 | $350,093 | -8.8% | 1,437 | +1.8% | 0.16% | -6.2% |
| Q2 2023 | $383,696 | +11.4% | 1,411 | +0.1% | 0.18% | +2.9% |
| Q1 2023 | $344,318 | -6.1% | 1,410 | -1.3% | 0.17% | -10.0% |
| Q4 2022 | $366,620 | +82.4% | 1,429 | +60.7% | 0.19% | +48.4% |
| Q3 2022 | $201,000 | -1.5% | 889 | +0.2% | 0.13% | +13.3% |
| Q2 2022 | $204,000 | -17.4% | 887 | -1.3% | 0.11% | +3.7% |
| Q4 2021 | $247,000 | 0.0% | 899 | 0.0% | 0.11% | -5.2% |
| Q3 2021 | $247,000 | +1.6% | 899 | -0.4% | 0.12% | -2.5% |
| Q2 2021 | $243,000 | 0.0% | 903 | +0.1% | 0.12% | -3.3% |
| Q1 2021 | $243,000 | -24.1% | 902 | -35.3% | 0.12% | -35.4% |
| Q4 2020 | $320,000 | +24.0% | 1,394 | +0.1% | 0.19% | +11.8% |
| Q3 2020 | $258,000 | +4.5% | 1,393 | +0.1% | 0.17% | -4.0% |
| Q2 2020 | $247,000 | -12.4% | 1,391 | +1.5% | 0.18% | -5.4% |
| Q4 2019 | $282,000 | – | 1,370 | – | 0.19% | – |
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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% |