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 | $8,194,887 | -3.8% | 32,865 | +0.9% | 0.06% | +1.6% |
| Q2 2023 | $8,518,233 | +0.3% | 32,577 | -4.0% | 0.06% | -4.5% |
| Q1 2023 | $8,489,428 | +3.8% | 33,936 | +0.4% | 0.07% | +1.5% |
| Q4 2022 | $8,177,332 | +9.7% | 33,806 | -0.6% | 0.07% | +1.5% |
| Q3 2022 | $7,455,000 | -4.8% | 34,002 | -1.8% | 0.06% | +1.6% |
| Q2 2022 | $7,831,000 | -16.8% | 34,615 | -1.3% | 0.06% | -1.5% |
| Q1 2022 | $9,415,000 | -6.2% | 35,087 | -1.1% | 0.06% | -1.5% |
| Q4 2021 | $10,042,000 | +2.2% | 35,474 | -5.0% | 0.07% | -4.3% |
| Q3 2021 | $9,822,000 | -0.1% | 37,336 | +2.1% | 0.07% | -1.4% |
| Q2 2021 | $9,827,000 | -9.3% | 36,570 | -12.1% | 0.07% | -14.6% |
| Q1 2021 | $10,831,000 | +45.2% | 41,614 | +28.2% | 0.08% | +36.7% |
| Q4 2020 | $7,459,000 | +58.6% | 32,454 | +27.9% | 0.06% | +39.5% |
| Q3 2020 | $4,703,000 | +4.5% | 25,379 | +0.3% | 0.04% | -2.3% |
| Q2 2020 | $4,499,000 | +13.1% | 25,300 | -8.5% | 0.04% | -8.3% |
| Q1 2020 | $3,978,000 | -35.1% | 27,650 | -7.2% | 0.05% | -17.2% |
| Q4 2019 | $6,133,000 | +6.2% | 29,799 | -0.3% | 0.06% | -1.7% |
| Q3 2019 | $5,774,000 | +2.9% | 29,882 | +3.4% | 0.06% | -6.3% |
| Q2 2019 | $5,614,000 | +0.9% | 28,904 | -1.6% | 0.06% | -4.5% |
| Q1 2019 | $5,565,000 | +15.2% | 29,381 | +1.0% | 0.07% | +6.5% |
| Q4 2018 | $4,829,000 | -17.3% | 29,079 | +0.2% | 0.06% | -10.1% |
| Q3 2018 | $5,839,000 | +7.0% | 29,008 | +3.6% | 0.07% | 0.0% |
| Q2 2018 | $5,455,000 | -34.5% | 28,004 | -36.9% | 0.07% | +25.5% |
| Q1 2018 | $8,324,000 | +100.2% | 44,378 | +102.6% | 0.06% | +1.9% |
| Q4 2017 | $4,157,000 | +3.5% | 21,905 | -2.4% | 0.05% | -1.8% |
| Q3 2017 | $4,015,000 | +8.6% | 22,440 | +5.6% | 0.06% | +5.8% |
| Q2 2017 | $3,696,000 | -0.1% | 21,245 | -1.7% | 0.05% | -1.9% |
| Q1 2017 | $3,699,000 | -13.0% | 21,603 | -16.0% | 0.05% | -15.9% |
| Q4 2016 | $4,250,000 | +55.1% | 25,703 | +45.1% | 0.06% | +46.5% |
| Q3 2016 | $2,741,000 | +18.1% | 17,719 | +14.1% | 0.04% | +16.2% |
| Q2 2016 | $2,321,000 | +24.6% | 15,534 | +20.3% | 0.04% | +19.4% |
| Q1 2016 | $1,863,000 | -1.1% | 12,916 | -4.5% | 0.03% | -3.1% |
| Q4 2015 | $1,884,000 | -14.7% | 13,525 | -16.4% | 0.03% | -15.8% |
| Q3 2015 | $2,209,000 | -1.4% | 16,169 | +8.2% | 0.04% | +8.6% |
| Q2 2015 | $2,241,000 | +32.6% | 14,938 | +34.3% | 0.04% | +34.6% |
| Q1 2015 | $1,690,000 | -40.4% | 11,123 | -43.2% | 0.03% | -42.2% |
| Q4 2014 | $2,835,000 | +74.0% | 19,575 | +64.3% | 0.04% | +66.7% |
| Q3 2014 | $1,629,000 | -6.1% | 11,914 | -1.7% | 0.03% | -3.6% |
| Q2 2014 | $1,734,000 | +2.2% | 12,122 | -1.8% | 0.03% | -3.4% |
| Q1 2014 | $1,696,000 | +4.6% | 12,339 | +1.8% | 0.03% | +3.6% |
| Q4 2013 | $1,622,000 | +51.0% | 12,124 | +40.1% | 0.03% | +47.4% |
| Q3 2013 | $1,074,000 | +7.5% | 8,654 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $999,000 | -5.7% | 8,654 | -6.0% | 0.02% | -9.5% |
| Q1 2013 | $1,059,000 | – | 9,204 | – | 0.02% | – |
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% |