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 | $9,832,308 | +13.9% | 39,432 | +19.4% | 0.39% | +20.9% |
| Q2 2023 | $8,635,062 | +1.4% | 33,024 | -3.0% | 0.32% | -3.6% |
| Q1 2023 | $8,513,826 | -0.2% | 34,034 | -1.0% | 0.34% | -1.5% |
| Q4 2022 | $8,526,666 | +2.8% | 34,385 | -9.1% | 0.34% | -8.1% |
| Q3 2022 | $8,297,000 | -1.9% | 37,844 | +1.2% | 0.37% | +1.9% |
| Q2 2022 | $8,460,000 | -13.0% | 37,401 | +3.2% | 0.36% | +4.3% |
| Q1 2022 | $9,722,000 | -14.9% | 36,235 | -10.3% | 0.35% | -9.1% |
| Q4 2021 | $11,428,000 | +5.7% | 40,374 | -1.8% | 0.38% | -2.3% |
| Q3 2021 | $10,812,000 | -3.0% | 41,103 | -0.9% | 0.39% | -1.5% |
| Q2 2021 | $11,144,000 | -22.4% | 41,475 | -25.3% | 0.40% | -27.0% |
| Q1 2021 | $14,370,000 | +186.1% | 55,517 | +154.0% | 0.55% | +138.3% |
| Q4 2020 | $5,022,000 | -71.4% | 21,856 | -76.9% | 0.23% | -71.1% |
| Q3 2020 | $17,558,000 | +0.5% | 94,758 | -3.6% | 0.80% | -4.6% |
| Q2 2020 | $17,477,000 | +6.3% | 98,287 | -14.0% | 0.83% | -10.7% |
| Q1 2020 | $16,448,000 | -40.4% | 114,342 | -14.8% | 0.93% | -23.6% |
| Q4 2019 | $27,617,000 | +4.1% | 134,190 | -2.3% | 1.22% | +0.7% |
| Q3 2019 | $26,542,000 | -16.9% | 137,360 | -16.5% | 1.21% | -16.6% |
| Q2 2019 | $31,957,000 | +0.7% | 164,514 | -1.8% | 1.45% | -1.5% |
| Q1 2019 | $31,721,000 | +8.9% | 167,485 | -4.5% | 1.48% | -7.1% |
| Q4 2018 | $29,130,000 | -13.4% | 175,432 | +5.0% | 1.59% | +2.3% |
| Q3 2018 | $33,620,000 | +4.6% | 167,031 | +1.2% | 1.55% | +0.4% |
| Q2 2018 | $32,153,000 | +2.3% | 165,073 | -1.5% | 1.55% | +2.6% |
| Q1 2018 | $31,422,000 | +24.1% | 167,530 | -1.3% | 1.51% | +30.6% |
| Q4 2017 | $25,317,000 | -15.6% | 169,720 | -1.3% | 1.15% | -19.0% |
| Q3 2017 | $30,006,000 | +2.4% | 171,954 | +2.0% | 1.42% | +0.3% |
| Q2 2017 | $29,310,000 | +2.7% | 168,502 | +1.1% | 1.42% | +0.5% |
| Q1 2017 | $28,545,000 | +4.6% | 166,721 | +1.0% | 1.41% | +3.0% |
| Q4 2016 | $27,279,000 | +5.4% | 164,993 | -1.4% | 1.37% | -2.6% |
| Q3 2016 | $25,877,000 | +4.8% | 167,275 | +1.2% | 1.41% | -12.3% |
| Q2 2016 | $24,695,000 | +0.6% | 165,314 | -2.9% | 1.60% | -1.5% |
| Q1 2016 | $24,542,000 | +3.2% | 170,212 | -0.3% | 1.63% | +1.6% |
| Q4 2015 | $23,784,000 | +4.9% | 170,674 | +2.8% | 1.60% | -1.3% |
| Q3 2015 | $22,676,000 | +67.9% | 166,005 | +84.3% | 1.63% | +83.3% |
| Q2 2015 | $13,504,000 | +0.1% | 90,050 | +1.4% | 0.89% | +0.6% |
| Q1 2015 | $13,491,000 | +6.4% | 88,779 | +1.4% | 0.88% | +1.6% |
| Q4 2014 | $12,677,000 | +12.2% | 87,558 | +5.9% | 0.87% | +7.3% |
| Q3 2014 | $11,303,000 | +4.2% | 82,665 | +9.1% | 0.81% | +3.7% |
| Q2 2014 | $10,844,000 | +0.2% | 75,802 | -3.7% | 0.78% | -8.6% |
| Q1 2014 | $10,822,000 | +18.2% | 78,730 | +15.1% | 0.85% | +17.0% |
| Q4 2013 | $9,152,000 | +15.9% | 68,401 | +7.5% | 0.73% | -1.8% |
| Q3 2013 | $7,898,000 | -99.9% | 63,630 | -2.4% | 0.74% | -64.0% |
| Q2 2013 | $7,528,342,000 | – | 65,180 | – | 2.06% | – |
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% |