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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,517,863 | +24.3% | 59,599 | +11.8% | 2.00% | -4.3% |
| Q3 2023 | $13,288,111 | -7.3% | 53,291 | -2.8% | 2.09% | -6.8% |
| Q2 2023 | $14,330,150 | +1.1% | 54,804 | -3.3% | 2.24% | -2.7% |
| Q1 2023 | $14,174,566 | +104455.3% | 56,662 | +1.1% | 2.31% | +7.7% |
| Q4 2022 | $13,557 | -99.9% | 56,045 | +0.7% | 2.14% | +4.0% |
| Q3 2022 | $12,200,000 | -0.3% | 55,638 | +2.9% | 2.06% | +4.7% |
| Q2 2022 | $12,234,000 | -9.5% | 54,078 | +7.4% | 1.97% | +3.2% |
| Q1 2022 | $13,514,000 | -4.3% | 50,360 | +1.0% | 1.90% | -24.0% |
| Q4 2021 | $14,119,000 | +6.1% | 49,878 | -1.4% | 2.50% | +3.0% |
| Q3 2021 | $13,302,000 | +7.5% | 50,563 | +6.3% | 2.43% | +16.1% |
| Q1 2021 | $12,377,000 | +32.1% | 47,553 | +16.6% | 2.10% | +24.3% |
| Q4 2020 | $9,372,000 | -30.2% | 40,780 | -43.7% | 1.69% | -34.7% |
| Q3 2020 | $13,429,000 | +4.4% | 72,474 | +0.2% | 2.58% | -4.4% |
| Q2 2020 | $12,857,000 | +26.2% | 72,308 | +2.1% | 2.70% | +14.9% |
| Q1 2020 | $10,187,000 | -30.9% | 70,821 | -1.2% | 2.35% | -13.0% |
| Q4 2019 | $14,746,000 | +5.9% | 71,645 | -0.6% | 2.70% | -4.5% |
| Q3 2019 | $13,925,000 | -1.9% | 72,070 | -1.4% | 2.83% | -0.9% |
| Q2 2019 | $14,197,000 | +3.0% | 73,084 | +0.4% | 2.86% | +9.0% |
| Q1 2019 | $13,787,000 | +16.7% | 72,795 | +2.4% | 2.62% | +0.4% |
| Q4 2018 | $11,809,000 | -17.3% | 71,121 | +0.3% | 2.61% | -10.9% |
| Q3 2018 | $14,278,000 | +3.2% | 70,938 | -0.1% | 2.93% | -1.8% |
| Q2 2018 | $13,834,000 | +1.5% | 71,030 | -2.2% | 2.98% | -2.3% |
| Q1 2018 | $13,624,000 | -7.1% | 72,638 | -6.0% | 3.05% | -9.2% |
| Q4 2017 | $14,663,000 | +6.3% | 77,267 | +0.2% | 3.36% | +2.9% |
| Q3 2017 | $13,795,000 | +2.9% | 77,111 | +0.0% | 3.27% | -3.2% |
| Q2 2017 | $13,407,000 | -48.9% | 77,078 | -53.8% | 3.37% | -8.6% |
| Q1 2017 | $26,231,000 | +91.5% | 166,670 | +101.2% | 3.69% | +2.9% |
| Q4 2016 | $13,695,000 | +6.6% | 82,834 | -0.2% | 3.59% | -2.5% |
| Q3 2016 | $12,844,000 | +1.7% | 83,025 | -1.8% | 3.68% | -1.5% |
| Q2 2016 | $12,624,000 | +2.7% | 84,510 | -0.9% | 3.74% | -3.9% |
| Q1 2016 | $12,294,000 | +3.4% | 85,267 | -0.1% | 3.88% | +2.6% |
| Q4 2015 | $11,892,000 | +0.1% | 85,361 | -1.8% | 3.79% | -1.4% |
| Q3 2015 | $11,878,000 | -9.9% | 86,960 | -1.1% | 3.84% | +7.1% |
| Q2 2015 | $13,187,000 | -1.8% | 87,927 | -0.5% | 3.58% | +6.6% |
| Q1 2015 | $13,423,000 | -99.9% | 88,330 | -53.5% | 3.36% | -6.1% |
| Q4 2014 | $11,861,807,000 | +101796.8% | 190,095 | +123.3% | 3.58% | +17.4% |
| Q3 2014 | $11,641,000 | -4.6% | 85,136 | -0.2% | 3.05% | +1.1% |
| Q2 2014 | $12,203,000 | -2.6% | 85,294 | -6.5% | 3.02% | -4.9% |
| Q1 2014 | $12,535,000 | -4.5% | 91,191 | -7.1% | 3.17% | -6.7% |
| Q4 2013 | $13,131,000 | +1.9% | 98,137 | -5.4% | 3.40% | -5.6% |
| Q3 2013 | $12,884,000 | +8.7% | 103,790 | +1.2% | 3.60% | +0.5% |
| Q2 2013 | $11,848,000 | – | 102,584 | – | 3.58% | – |
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% |