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 | $7,429,567 | -8.6% | 29,795 | -4.1% | 4.74% | -8.4% |
| Q2 2023 | $8,124,816 | +2.8% | 31,072 | -1.6% | 5.17% | +1.1% |
| Q1 2023 | $7,901,221 | +2.7% | 31,584 | -0.7% | 5.11% | -2.8% |
| Q4 2022 | $7,697,200 | +8.0% | 31,821 | -2.1% | 5.26% | -1.5% |
| Q3 2022 | $7,124,000 | -5.1% | 32,489 | -2.1% | 5.34% | +3.6% |
| Q2 2022 | $7,510,000 | -18.0% | 33,195 | -2.8% | 5.16% | -4.9% |
| Q1 2022 | $9,163,000 | -3.7% | 34,146 | +1.6% | 5.42% | +0.1% |
| Q4 2021 | $9,515,000 | +7.1% | 33,612 | -0.5% | 5.42% | +1.6% |
| Q3 2021 | $8,886,000 | +1.9% | 33,779 | +4.1% | 5.33% | +1.0% |
| Q2 2021 | $8,719,000 | -0.6% | 32,446 | -3.7% | 5.28% | -5.0% |
| Q1 2021 | $8,771,000 | +8.3% | 33,699 | -4.4% | 5.56% | +3.6% |
| Q4 2020 | $8,100,000 | +22.2% | 35,242 | -1.5% | 5.37% | +6.0% |
| Q3 2020 | $6,631,000 | +2.4% | 35,784 | -1.7% | 5.06% | -2.5% |
| Q2 2020 | $6,474,000 | +30.5% | 36,406 | +5.5% | 5.19% | +13.1% |
| Q1 2020 | $4,962,000 | -27.5% | 34,493 | +3.8% | 4.59% | -12.7% |
| Q4 2019 | $6,841,000 | +5.0% | 33,236 | -1.4% | 5.26% | +1.7% |
| Q3 2019 | $6,514,000 | +0.8% | 33,711 | +1.4% | 5.17% | +0.4% |
| Q2 2019 | $6,461,000 | +3.6% | 33,259 | +1.0% | 5.15% | +1.1% |
| Q1 2019 | $6,237,000 | +10.2% | 32,929 | -3.4% | 5.10% | +1.2% |
| Q4 2018 | $5,662,000 | -14.9% | 34,099 | +3.1% | 5.03% | -7.4% |
| Q3 2018 | $6,657,000 | +1.7% | 33,070 | -1.6% | 5.44% | -1.6% |
| Q2 2018 | $6,547,000 | +1.2% | 33,612 | -2.5% | 5.52% | +3.5% |
| Q1 2018 | $6,469,000 | -0.3% | 34,490 | +0.9% | 5.34% | -0.5% |
| Q4 2017 | $6,488,000 | +2.3% | 34,186 | -3.5% | 5.36% | -0.6% |
| Q3 2017 | $6,340,000 | +7.1% | 35,437 | +4.1% | 5.39% | -0.2% |
| Q2 2017 | $5,920,000 | +4.1% | 34,031 | +2.4% | 5.40% | -0.8% |
| Q1 2017 | $5,689,000 | +3.4% | 33,228 | -0.2% | 5.45% | -3.8% |
| Q4 2016 | $5,502,000 | +2.6% | 33,279 | -4.0% | 5.66% | +3.2% |
| Q3 2016 | $5,364,000 | +5.9% | 34,672 | +2.3% | 5.49% | +5.8% |
| Q2 2016 | $5,065,000 | +1.6% | 33,907 | -1.9% | 5.19% | -1.3% |
| Q1 2016 | $4,984,000 | +4.8% | 34,568 | +1.3% | 5.26% | +2.5% |
| Q4 2015 | $4,756,000 | +4.0% | 34,134 | +2.0% | 5.13% | -1.8% |
| Q3 2015 | $4,572,000 | -8.9% | 33,470 | -0.0% | 5.22% | -2.0% |
| Q2 2015 | $5,021,000 | -6.9% | 33,477 | -5.7% | 5.33% | -2.0% |
| Q1 2015 | $5,395,000 | +2.4% | 35,495 | -2.5% | 5.44% | +0.0% |
| Q4 2014 | $5,269,000 | – | 36,391 | – | 5.44% | – |
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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% |