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 | $798,668 | -52.9% | 3,203 | -50.6% | 0.10% | -1.9% |
| Q2 2023 | $1,695,958 | +100.4% | 6,486 | +91.7% | 0.10% | -4.6% |
| Q1 2023 | $846,291 | +3.4% | 3,383 | 0.0% | 0.11% | -6.1% |
| Q4 2022 | $818,313 | -99.9% | 3,383 | -0.4% | 0.12% | +6.5% |
| Q3 2022 | $744,606,000 | -3.5% | 3,396 | -0.4% | 0.11% | +2.9% |
| Q2 2022 | $771,444,000 | -15.7% | 3,410 | 0.0% | 0.10% | +4.0% |
| Q1 2022 | $915,039,000 | -5.2% | 3,410 | 0.0% | 0.10% | -1.9% |
| Q4 2021 | $965,302,000 | +7.3% | 3,410 | -0.3% | 0.10% | -7.2% |
| Q3 2021 | $899,699,000 | -24.3% | 3,420 | -22.6% | 0.11% | -23.4% |
| Q2 2021 | $1,187,786,000 | +3.2% | 4,420 | 0.0% | 0.14% | -6.5% |
| Q1 2021 | $1,150,437,000 | +10.7% | 4,420 | -2.2% | 0.16% | +8.4% |
| Q4 2020 | $1,038,831,000 | +11.7% | 4,520 | -10.0% | 0.14% | -2.7% |
| Q3 2020 | $930,256,000 | -11.2% | 5,020 | -14.8% | 0.15% | -19.7% |
| Q2 2020 | $1,047,181,000 | +23.6% | 5,889 | 0.0% | 0.18% | -1.6% |
| Q1 2020 | $847,191,000 | -38.6% | 5,889 | -12.2% | 0.19% | -21.8% |
| Q4 2019 | $1,380,846,000 | -46.7% | 6,709 | -50.0% | 0.24% | -2.1% |
| Q3 2019 | $2,592,760,000 | +87.7% | 13,418 | +88.7% | 0.24% | -5.8% |
| Q2 2019 | $1,380,994,000 | +2.6% | 7,109 | 0.0% | 0.26% | +2.8% |
| Q1 2019 | $1,346,444,000 | -41.5% | 7,109 | -48.7% | 0.25% | +0.4% |
| Q4 2018 | $2,301,590,000 | +65.0% | 13,860 | +100.0% | 0.25% | +2.0% |
| Q3 2018 | $1,394,939,000 | +3.3% | 6,930 | 0.0% | 0.24% | -2.8% |
| Q2 2018 | $1,349,825,000 | +4.6% | 6,930 | +0.7% | 0.25% | +3.3% |
| Q1 2018 | $1,290,481,000 | -0.6% | 6,880 | +0.6% | 0.24% | -0.4% |
| Q4 2017 | $1,298,095,000 | +6.2% | 6,840 | +0.1% | 0.24% | -1.6% |
| Q3 2017 | $1,221,887,000 | +4.4% | 6,830 | +1.5% | 0.25% | +0.4% |
| Q2 2017 | $1,170,683,000 | +50.9% | 6,730 | +48.6% | 0.25% | +41.7% |
| Q1 2017 | $775,626,000 | – | 4,530 | – | 0.18% | – |
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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% |