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 | $2,764 | +5.0% | 11,085 | +10.1% | 0.23% | +12.4% |
| Q2 2023 | $2,632 | +7.2% | 10,067 | +2.5% | 0.20% | +2.5% |
| Q1 2023 | $2,456 | +2.8% | 9,817 | -0.6% | 0.20% | -1.0% |
| Q4 2022 | $2,390 | -99.9% | 9,879 | +3.4% | 0.20% | +7.0% |
| Q3 2022 | $2,096,000 | -16.1% | 9,556 | -13.4% | 0.19% | -11.0% |
| Q2 2022 | $2,498,000 | -27.0% | 11,040 | -13.4% | 0.21% | -14.3% |
| Q1 2022 | $3,422,000 | -12.9% | 12,753 | -8.1% | 0.24% | -4.7% |
| Q4 2021 | $3,930,000 | +9.3% | 13,882 | +1.6% | 0.26% | -1.5% |
| Q3 2021 | $3,594,000 | +10.4% | 13,660 | +12.7% | 0.26% | +12.1% |
| Q2 2021 | $3,256,000 | +7.7% | 12,118 | +4.3% | 0.23% | +2.2% |
| Q1 2021 | $3,023,000 | +17.0% | 11,618 | +3.3% | 0.23% | +14.1% |
| Q4 2020 | $2,584,000 | +23.6% | 11,243 | -0.3% | 0.20% | +4.7% |
| Q3 2020 | $2,091,000 | +5.4% | 11,282 | +1.2% | 0.19% | -1.6% |
| Q2 2020 | $1,983,000 | +23.8% | 11,152 | +0.2% | 0.19% | +2.1% |
| Q1 2020 | $1,602,000 | -36.3% | 11,135 | -8.9% | 0.19% | -20.9% |
| Q4 2019 | $2,515,000 | +7.1% | 12,219 | +0.5% | 0.24% | -2.0% |
| Q3 2019 | $2,349,000 | +0.3% | 12,158 | +0.8% | 0.24% | +0.4% |
| Q2 2019 | $2,342,000 | +3.0% | 12,058 | +0.4% | 0.24% | -1.2% |
| Q1 2019 | $2,274,000 | +33.9% | 12,004 | +17.4% | 0.25% | +16.6% |
| Q4 2018 | $1,698,000 | -12.8% | 10,225 | +5.7% | 0.21% | +2.9% |
| Q3 2018 | $1,948,000 | +40.6% | 9,677 | +36.1% | 0.20% | +30.6% |
| Q2 2018 | $1,385,000 | +5.2% | 7,111 | +1.3% | 0.16% | +4.7% |
| Q1 2018 | $1,317,000 | +1.1% | 7,019 | +2.3% | 0.15% | +4.9% |
| Q4 2017 | $1,303,000 | -15.9% | 6,864 | -20.8% | 0.14% | -18.8% |
| Q3 2017 | $1,550,000 | +9.7% | 8,662 | +6.6% | 0.18% | +5.4% |
| Q2 2017 | $1,413,000 | +102.4% | 8,125 | +99.4% | 0.17% | +94.2% |
| Q1 2017 | $698,000 | -2.9% | 4,075 | -6.3% | 0.09% | -7.5% |
| Q4 2016 | $719,000 | +6.8% | 4,348 | 0.0% | 0.09% | +6.9% |
| Q3 2016 | $673,000 | +3.5% | 4,348 | 0.0% | 0.09% | +3.6% |
| Q2 2016 | $650,000 | +3.7% | 4,348 | 0.0% | 0.08% | +1.2% |
| Q1 2016 | $627,000 | +3.5% | 4,348 | 0.0% | 0.08% | 0.0% |
| Q4 2015 | $606,000 | +2.0% | 4,348 | 0.0% | 0.08% | 0.0% |
| Q3 2015 | $594,000 | -8.9% | 4,348 | 0.0% | 0.08% | +1.2% |
| Q2 2015 | $652,000 | -1.4% | 4,348 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $661,000 | +7.0% | 4,348 | +1.9% | 0.08% | +6.5% |
| Q4 2014 | $618,000 | +99.4% | 4,266 | +88.3% | 0.08% | +92.5% |
| Q3 2014 | $310,000 | -4.3% | 2,266 | 0.0% | 0.04% | -2.4% |
| Q2 2014 | $324,000 | -48.1% | 2,266 | -50.0% | 0.04% | -2.4% |
| Q1 2014 | $624,000 | +123.7% | 4,532 | +117.5% | 0.04% | +13.5% |
| Q4 2013 | $279,000 | -43.6% | 2,084 | -47.7% | 0.04% | -47.1% |
| Q3 2013 | $495,000 | +7.6% | 3,984 | 0.0% | 0.07% | 0.0% |
| Q2 2013 | $460,000 | – | 3,984 | – | 0.07% | – |
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% |