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 | $13,816,889 | +7.3% | 55,412 | +12.6% | 6.30% | -0.6% |
| Q2 2023 | $12,873,181 | +0.3% | 49,232 | -4.0% | 6.33% | -4.7% |
| Q1 2023 | $12,833,800 | -3.4% | 51,302 | -6.6% | 6.65% | -5.1% |
| Q4 2022 | $13,284,772 | +0.4% | 54,921 | -9.0% | 7.00% | -3.7% |
| Q3 2022 | $13,237,000 | -8.1% | 60,373 | -5.2% | 7.27% | +1.3% |
| Q2 2022 | $14,406,000 | -16.0% | 63,677 | -0.3% | 7.18% | +1.7% |
| Q1 2022 | $17,142,000 | +10.3% | 63,880 | +16.4% | 7.06% | +2.8% |
| Q4 2021 | $15,535,000 | +30.4% | 54,877 | +21.2% | 6.87% | +7.4% |
| Q3 2021 | $11,914,000 | -2.0% | 45,289 | +0.1% | 6.40% | -2.7% |
| Q2 2021 | $12,159,000 | +33.7% | 45,247 | +29.5% | 6.57% | +5.6% |
| Q1 2021 | $9,094,000 | +43.7% | 34,941 | +26.9% | 6.23% | +13.1% |
| Q4 2020 | $6,330,000 | – | 27,544 | – | 5.51% | – |
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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% |