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 | $7,171,555 | -14.7% | 28,761 | -10.6% | 0.14% | -9.7% |
| Q2 2023 | $8,408,934 | +12.6% | 32,159 | +7.7% | 0.16% | +4.0% |
| Q1 2023 | $7,468,875 | +49245.1% | 29,856 | -52.3% | 0.15% | -67.5% |
| Q4 2022 | $15,136 | -99.9% | 62,571 | -14.8% | 0.46% | -13.1% |
| Q3 2022 | $16,101,000 | -13.1% | 73,432 | -10.3% | 0.53% | -19.4% |
| Q2 2022 | $18,523,000 | -6.4% | 81,876 | +11.0% | 0.66% | -14.8% |
| Q1 2022 | $19,797,000 | -4.7% | 73,777 | +0.5% | 0.77% | -5.4% |
| Q4 2021 | $20,775,000 | +12.4% | 73,391 | +4.4% | 0.81% | -7.9% |
| Q3 2021 | $18,491,000 | -9.8% | 70,287 | -7.8% | 0.88% | -9.2% |
| Q2 2021 | $20,495,000 | -3.5% | 76,267 | -6.5% | 0.97% | -2.9% |
| Q1 2021 | $21,240,000 | +7.1% | 81,603 | -5.4% | 1.00% | -1.2% |
| Q4 2020 | $19,830,000 | +18.4% | 86,278 | -4.5% | 1.01% | -14.2% |
| Q3 2020 | $16,744,000 | -2.0% | 90,357 | -5.9% | 1.18% | -17.3% |
| Q2 2020 | $17,080,000 | +26.3% | 96,052 | +2.2% | 1.43% | -12.7% |
| Q1 2020 | $13,519,000 | -56.1% | 93,973 | -39.1% | 1.63% | -0.8% |
| Q4 2019 | $30,795,000 | +106.0% | 154,347 | +99.5% | 1.65% | -8.6% |
| Q3 2019 | $14,947,000 | -76.2% | 77,349 | -76.1% | 1.80% | -73.7% |
| Q2 2019 | $62,854,000 | +1.2% | 323,557 | -1.4% | 6.86% | -1.0% |
| Q1 2019 | $62,124,000 | +13.3% | 328,002 | -0.6% | 6.92% | +3.9% |
| Q4 2018 | $54,809,000 | -7.4% | 330,055 | +12.2% | 6.66% | +1.4% |
| Q3 2018 | $59,206,000 | +0.5% | 294,133 | -2.8% | 6.58% | -9.1% |
| Q2 2018 | $58,938,000 | +29.8% | 302,587 | +25.0% | 7.24% | +17.2% |
| Q1 2018 | $45,422,000 | +0.5% | 242,161 | +1.6% | 6.18% | +1.6% |
| Q4 2017 | $45,216,000 | -5.4% | 238,257 | -10.8% | 6.08% | -2.3% |
| Q3 2017 | $47,788,000 | +3.3% | 267,124 | +0.4% | 6.22% | +4.6% |
| Q2 2017 | $46,268,000 | +40.7% | 265,986 | +38.5% | 5.95% | +49.3% |
| Q1 2017 | $32,881,000 | +28.9% | 192,041 | +24.5% | 3.98% | +42.6% |
| Q4 2016 | $25,500,000 | +611.5% | 154,225 | +565.7% | 2.79% | +757.1% |
| Q3 2016 | $3,584,000 | -9.5% | 23,167 | -12.6% | 0.33% | -8.2% |
| Q2 2016 | $3,959,000 | -1.0% | 26,499 | -4.4% | 0.36% | +6.3% |
| Q1 2016 | $3,998,000 | +7.3% | 27,726 | +3.7% | 0.33% | +22.8% |
| Q4 2015 | $3,725,000 | -47.5% | 26,736 | -48.5% | 0.27% | +3.0% |
| Q3 2015 | $7,096,000 | +74.6% | 51,946 | +91.7% | 0.26% | -6.0% |
| Q2 2015 | $4,065,000 | -2.3% | 27,103 | -1.0% | 0.28% | -2.4% |
| Q1 2015 | $4,160,000 | +49.3% | 27,375 | +42.2% | 0.29% | +34.6% |
| Q4 2014 | $2,787,000 | +524.9% | 19,245 | +397.9% | 0.21% | +1088.9% |
| Q2 2013 | $446,000 | – | 3,865 | – | 0.02% | – |
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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% |