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 | $5,419,622 | -1.5% | 21,735 | +3.3% | 0.24% | +2.6% |
| Q2 2023 | $5,504,154 | +17.5% | 21,050 | +12.4% | 0.23% | +10.0% |
| Q1 2023 | $4,684,246 | +28.7% | 18,725 | +24.4% | 0.21% | +24.1% |
| Q4 2022 | $3,640,445 | +127.7% | 15,050 | +106.3% | 0.17% | +109.9% |
| Q3 2022 | $1,599,000 | +50.7% | 7,294 | +55.5% | 0.08% | +62.0% |
| Q2 2022 | $1,061,000 | -21.1% | 4,690 | -6.4% | 0.05% | -5.7% |
| Q1 2022 | $1,344,000 | -59.7% | 5,010 | -57.4% | 0.05% | -15.9% |
| Q4 2021 | $3,332,000 | +86.4% | 11,772 | +73.2% | 0.06% | +26.0% |
| Q3 2021 | $1,788,000 | -2.1% | 6,797 | -0.0% | 0.05% | -3.8% |
| Q2 2021 | $1,827,000 | -5.3% | 6,799 | -8.3% | 0.05% | -11.9% |
| Q1 2021 | $1,929,000 | +15.0% | 7,413 | +1.5% | 0.06% | +9.3% |
| Q4 2020 | $1,678,000 | +30.9% | 7,303 | +5.5% | 0.05% | +14.9% |
| Q3 2020 | $1,282,000 | +23.6% | 6,919 | +17.1% | 0.05% | +9.3% |
| Q2 2020 | $1,037,000 | +61.5% | 5,911 | +32.5% | 0.04% | +38.7% |
| Q1 2020 | $642,000 | +55.4% | 4,461 | +110.8% | 0.03% | +40.9% |
| Q3 2019 | $413,000 | -0.5% | 2,116 | -0.9% | 0.02% | -4.3% |
| Q2 2019 | $415,000 | -5.7% | 2,136 | -6.2% | 0.02% | -8.0% |
| Q1 2019 | $440,000 | +12.2% | 2,278 | -3.6% | 0.02% | 0.0% |
| Q4 2018 | $392,000 | -29.0% | 2,363 | -13.8% | 0.02% | -16.7% |
| Q3 2018 | $552,000 | -0.4% | 2,740 | -3.6% | 0.03% | 0.0% |
| Q2 2018 | $554,000 | +3.7% | 2,843 | -0.2% | 0.03% | -3.2% |
| Q1 2018 | $534,000 | -2.6% | 2,848 | -1.4% | 0.03% | 0.0% |
| Q4 2017 | $548,000 | +0.6% | 2,888 | -5.2% | 0.03% | -3.1% |
| Q3 2017 | $545,000 | +3.0% | 3,046 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $529,000 | +1.5% | 3,046 | 0.0% | 0.03% | -3.0% |
| Q1 2017 | $521,000 | +2.8% | 3,046 | -0.7% | 0.03% | 0.0% |
| Q4 2016 | $507,000 | +70.1% | 3,068 | +59.3% | 0.03% | +65.0% |
| Q3 2016 | $298,000 | -19.2% | 1,926 | -22.1% | 0.02% | -20.0% |
| Q2 2016 | $369,000 | -33.4% | 2,471 | -35.6% | 0.02% | -32.4% |
| Q1 2016 | $554,000 | +93.0% | 3,839 | +86.5% | 0.04% | +85.0% |
| Q4 2015 | $287,000 | +34.7% | 2,058 | +32.4% | 0.02% | +33.3% |
| Q3 2015 | $213,000 | -29.5% | 1,554 | -22.9% | 0.02% | -25.0% |
| Q2 2015 | $302,000 | -20.3% | 2,016 | -19.2% | 0.02% | -20.0% |
| Q1 2015 | $379,000 | +59.9% | 2,495 | +51.0% | 0.02% | +47.1% |
| Q2 2014 | $237,000 | – | 1,652 | – | 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% |